Superannuation is a now the second most valuable asset for many Australians and is increasingly a significant part of clients' wealth planning strategies. Regular legislative changes offer a challenge to practitioners to ensure the continued compliance with legislation, the tax effectiveness and flexibility of existing arrangements for clients.
- Are you on top of the latest developments in instalment warrants?
- Do you know how to maximise the role of superannuation in estate planning?
- Do you know what the ATO expects of you now as an approved auditor?
The planning opportunities for all your clients mean that maintaining knowledge in this area is crucial. This seminar discussed the answers to these questions, as well as other important topics. This seminar was aimed at tax practitioners, accountants, lawyers, financial planners, superannuation administrators and superannuation planners.
Note: The "Borrowing & Superannuation - A lawyer's & accountant's perspective" session had two parts, and so there are 2 papers and 2 presentations for that session.