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Financial Planners - Getting Tax Right

Published on 24 Sep 2008 | Took place at Taxation institute Boardroom, Melbourne, VIC

This event focussed on financial planners, the tax issues they face and the advice they provide. This event was aimed at all financial planners, their staff and accountants who advise on tax issues for clients that have received financial planning advice.

Individual sessions

Financial planners – Getting tax right

Author(s):  Joanna MONAHAN  

This presentation covers issues such as:

  • basic taxation concepts including when income is assessable and when outgoings are deductible
  • principles of interest deductibility
  • alternative employee remuneration including employee share plans
  • common superannuation strategies - what works and what doesn't
  • registration as tax agents - who can provide tax advice.
Materials from this session: