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