2008

Superannuation Intensive

Source: QLD

Published Date: 17 Apr 2008

 
As we complete the first financial year under the new superannuation regime, advisors are well aware of the shift in the goal posts - from the previous focus on members drawing money out of their superannuation funds, to the longer term planning required to make sufficient contributions over the balance of a members working life to achieve their retirement objectives.

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.

Contributions - it's all in the timing

Author(s): Chris Wyeth CTA

Investment rules update and June 2009 trust issues

Author(s): Michael Lorimer CTA

Instalment warrants and gearing strategies

Author(s): Ian Burgess CTA

Withdrawal & pension strategies

Author(s): Lyn Formica , Allan Mcpherson

Superannuation and death

Author(s): Neal Dallas CTA

Details

  • Published On:17 Apr 2008
  • Took place at:Chifley on Lennons

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2008

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