Reasonable benefit limit planning is not only dynamic, it is essential when planning superannuation structures for clients in both accumulation and retirement phases. Practitioners should ensure they are aware of current legislation, industry practices and contemporary strategies that can be implemented to maximise the position for their clients.
This presentation uses a range of case studies to provide an insight into strategies and take full advantage of opportunities afforded by DIY superannuation funds in relation to key RBL rules and issues.