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The value of tax effective investments for retirement income paper

Published on 06 May 05 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper provides an overview as to how a tax effective investment can:

  • be used as a complement or alternate to superannuation
  • maximise the effectiveness of the superannuation fund by reducing or eliminating the superannuation surcharge
  • be used within a self managed superannuation fund to:
    • increase overall returns and lower risk
    • assist with excess benefits issues
    • provide a potential tax free income in retirement.

Author profile:

Cameron Rhodes
Cameron is an Executive Director, General Manager and Company Secretary of Great Southern Plantations Ltd. Prior to joining the Great Southern Group in 1999, Cameron was a director in the Business Services Division of Pricewaterhousecoopers, where he worked for 12 years. Cameron has a unique insight into 'tax-effective' investments, having experience both within his role as accounting adviser as well as a promoter and manager. Current at 04 March 2005 Click here to expand/collapse more articles by Cameron RHODES.
 

This was presented at 39th South Australian State Convention: A Fine Blend - Barossa Valley.

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