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Superannuation and retirement planning presentation

Member Price: Free
Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 24 Jun 05 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Apart from the family home superannuation is usually the next most valuable asset that a person has. The art of creating enough to live on in retirement is a delicate balance of prudent investing and using the concessions available to stretch the net as far as possible without it breaking. This presentation covers the use of the relevant concessions in the superannuation legislation to ensure the best possible outcomes for wealth creation during the accumulation and draw down stages of superannuation. Matters covered include:

  • keeping on top of contributions to super
  • things to think about with choice of funds
  • investment strategies and wealth building through super
  • taxation of superannuation funds in accumulation and pension phases
  • pension strategies, strengths and weaknesses.

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 10 February 2021
Click here to expand/collapse more articles by Graeme COLLEY.

 

This was presented at SHOW ME THE MONEY - TOOLS FOR WEALTH EXTRACTION - NSW STATE CONVENTION .

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

Individual sessions

Withdrawing wealth on an ongoing basis

Author(s):  Gordon S COOPER

Materials from this session:

Superannuation and retirement planning

Author(s):  Graeme COLLEY

Materials from this session:

The tax consequences of liquidation

Author(s):  Paul L DOWD

Materials from this session:

Trust vestings and distributions

Author(s):  Ken SCHURGOTT

Materials from this session:

How can you prepare your business for a sale?

Author(s):  Andrew Noolan

Materials from this session:

Accessing CGT small business concessions

Author(s):  Tony FITTLER

Materials from this session:

Further details about this event:

 

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