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Superannuation and retirement planning presentation

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:

Author Photo - Graeme Colley
Graeme Colley
Graeme is the Director of Technical and Professional Standards at the SMSF Association where he is responsible for the technical, advocacy and compliance. He supports members in providing high-quality advice on all aspects of self-managed superannuation funds. Graeme has over 30 years experience in the superannuation industry and had been involved in many of the changes to the government’s superannuation policy during that time. He was previously the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation, social security and aged care to its adviser network. Prior to that, he was responsible for the coordination of superannuation litigation within the ATO. Current at 05 January 2016 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:





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