Published on 04 May 07
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Superannuation is providing our clients with significant retirement planning opportunities in 2007. Some of the ways our clients will need to find the funds to pay into super may trigger capital gains tax liabilities and strain cash flows as assets and cash are contributed to superannuation. This paper explores opportunities available including:
the impact of the plan to simplify and streamline superannuation
managing CGT through effective tax planning
'must do' action plans for clients.
Brian is General Manager of Great Southern Securities with responsibility for developing and growing the distribution of sales. His 15 year working career in financial services commenced in public practice with the Horwath Tax Consulting and Corporate Services Divisions and includes five years in an investment advisory role with Merrill Lynch. Brian includes experiencing the phenomenal growth and diversity at Great Southern as a career highlight. Current at 27 February 2007
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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