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Financial planning post 1 July 2007 presentation

Published on 11 Aug 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

The 2006 Budget resulted in sweeping reforms to superannuation to make it ‘simpler’ for Australians to understand. The bulk of these changes apply from 1 July 2007, and thus it’s important going forward that clients are optimising their pensions and any contributions to superannuation within the relevant limits. This presentation outlines the issues and strategies regarding superannuation from 1 July 2007, as well as other financial planning considerations. Areas covered include:

  • contributions to super
  • pensions
  • estate planning and superannuation
  • beyond super contributions - what other strategies are available.

Author profile:

Author Photo - Jemma SANDERSON
Jemma SANDERSON
Current at 04 January 2011 Click here to expand/collapse more articles by Jemma SANDERSON.
 

 

This was presented at Western Australian Annual Convention .

Get a 20% discount when you buy all the items from this event.

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Financial planning post 1 July 2007

Author(s):  Jemma SANDERSON

Materials from this session:



Further details about this event:

 

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