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Current Issues with Superannuation

Published on 12 Oct 2006 | Took place at The Chifley on Lennons, Brisbane , QLD

This event examined the ever changing area of superannuation. The focus was on Self Managed Super Funds (SMSFs) and the recent budget announcements. Particular emphasis was given to an analysis of the key superannuation changes that need to be addressed with clients following the 'Simpler Super' reforms announced in the 2006 Budget and the Treasurer's press release of 6 September 2006.

Individual sessions

Current issues with superannuation - an advisor's perspective

Author(s):  Ian BURGESS

Following the 'Simpler Super' reforms, this paper addresses:

  • how does super stack up as an investment vehicle now?
  • what contribution strategies should be considered before and after 1 July 2007?
  • what should I be advising new and existing retirees?
  • are other strategies like 'contribution splitting' and 'transition to retirement' still valid?
Materials from this session: