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  Miscellaneous 2003

FSR Impacts and Options for SMSFs convention

Source: Victoria

Published Date: 13 Sep 2003

 

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This convention paper covers the following topics:
- recent superannuation changes that tax practitioners must know
- flexible pension strategies
- designing the most effective retirement strategy for your client
- how does that relate to your client's estate planning strategy
- key licensing and disclosure requirements of the Financial Services Reform Act, including a discussion of 'financial product advice and incidental advice'
- major issues, impacts and options for superannuation, accounting and legal professionals
- how to plan and be ready for the changes ahead, and what tools and systems you may need.

Germana also presented this paper at the Tasmanian State Convention in Orford on 18 October 2003.

Author(s)

Individual Session

Superannuation and FSFR

Author(s): Daniel Butler CTA , Germana Venturini
Materials from this session:

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Details

  • Published By: Germana Venturini
  • Published On:13 Sep 2003
  • Took place at:Cumberland Resort, Lorne

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Miscellaneous 2003

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