Published on 20 Oct 06
by TASMANIAN DIVISION, THE TAX INSTITUTE
With the introduction of Super Choice and the aging of the baby boomers, superannuation planning and strategies have never been more important. In a continually changing regulatory environment, government policy changes can have serious consequences for the best of plans. This presentation sheds light on the following:
- the current status of 2006 budget announcements
- transitional contribution strategies
- superannuation planning issues up to 30 June 2007
- superannuation planning issues post 30 June 2007
- the decision between lump sum and pension going forward.
Robert is Principal of WHK Garrotts. Robert is a representative of Investor Financial Planning and a member of the Superannuation Professionals Association of Australia. As well as having a business services focus, Robert has for the past five years been specialising in the area of superannuation and is now the Principal in Charge of the Self Managed Superannuation Fund Division of WHK Garrotts. He provides technical and strategic advice on superannuation and taxation matters pertaining to self managed superannuation funds including RBL planning, pension planning and structuring advice.
- Current at
22 September 2006