Add to this recent legislative change which allows direct borrowing strategies by fund trustees, which far exceeds the "instalment warrant' catalyst for change. The ability of a superannuation fund to gear investments will change the strategic landscape for advisors, trustees and members alike.
Aimed at any practitioner involved in the area of superannuation, topics covered included:
- contribution strategies
- investment rules update
- instalment warrants and gearing strategies
- legal considerations regarding warrants and permitted gearing strategies, including stamp duty
- withdrawal and pension strategies
- estate planning strategies.