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Superannuation - not so simple presentation

Published on 06 Oct 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

Despite this year’s budget announcements, superannuation remains as complex as ever. The rules have changed and so have the strategies for those wishing to maximise their superannuation benefits. This presentation provides you with a practical insight into new superannuation strategies, and demonstrates the growing importance of financial modelling in strategic wealth creation. Topics covered include:

  • accumulation v pension
  • excessive contributions
  • wealth creation
  • estate planning.

Author profiles:

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. Current at 26 July 2016 Click here to expand/collapse more articles by Bernie O'SULLIVAN.
 
Kim Cowie
Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy. Current at 18 August 2009 Click here to expand/collapse more articles by Kim COWIE.

This was presented at 45th Victorian State Convention: Finding buried treasure.

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

Individual sessions



CGT Rollovers: restructuring for the top end

Author(s):  Richard CZERWIK,  Stephen CARPENTER

Materials from this session:








International tax - there's treasure buried all over the world

Author(s):  Liam COLLINS

Materials from this session:



Consolidation...unfinished business

Author(s):  Michelle DE NIESE

Materials from this session:




The 'ins' and 'outs' of testamentary trusts

Author(s):  Bruce COOK

Materials from this session:

Exploring new waters - emerging trust issues

Author(s):  Graeme HALPERIN

Materials from this session:


Further details about this event:

 

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