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Life Begins at 60: Pre & Post Planning

Published on 06 Dec 2007 | Took place at The Grace Hotel, Sydney, and The Crowne Plaza, Parramatta , NSW

This seminar series was held in:
- Sydney on 4 December 2007
- Parramatta on 6 December 2007.

The Simpler Superannuation changes in the 2006 Budget that came into effect on 1 July 2007 will have far-reaching effects on retirement and estate planning for clients. Strategies will be necessary to optimise both the tax effectiveness for clients, and the tax effectiveness for their beneficiaries. This seminar delved into the strategies.

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

Individual sessions

Tax update: December 2007 tax update

Author(s):  Gary GLOVER This presentation provides an update on tax news in the previous month.

Materials from this session:

Life begins at 60 - pre and post superannuation planning

Author(s):  Jemma SANDERSON

The Simpler Superannuation changes in the 2006 Budget that came into effect on 1 July 2007 will have far-reaching effects on retirement and estate planning for clients. Strategies will be necessary to optimise both the tax effectiveness for clients, and the tax effectiveness for their beneficiaries. This presentation delves into the following strategies:

  • what to do before age 60
  • between 60 and 65 - how can superannuation be optimised
  • beyond 65 - what opportunities are available?
Materials from this session: