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New SMSF strategies

Published on 02 Mar 2006 | Took place at The Menzies Hotel, Sydney, NSW

This seminar covered retirement planning strategies and retirement planning investment strategies. The retirement planning part provided detailed case studies on strategies that help clients to plan their retirement incorporating the latest changes to superannuation that commenced on 1 January 2006. The presenters also discussed the latest thoughts on how to construct a portfolio that is suited to providing your clients income in retirement which is substantially different to the way you manage money during the accumulation phase.

Superannuation legislation continues to change at a rapid pace, presenting numerous opportunities for the innovative practitioner. The Superannuation Surcharge has been abolished capping tax on contributions to a maximum of 15%. From July 2006 superannuation contributions can be split between spouses. How can the innovative practitioner best structure retirement income streams for clients?

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

Individual sessions

Capital preservation and income derivation in retirement

Author(s):  Craig ASPINALL

This paper covers:

  • review of the industry
  • theory of portfolio construction
  • problems with forecasting methodology
  • structuring of income portfolios
  • getting the right balance.
Materials from this session:

Retirement planning strategies

Author(s):  Patrick CORK

This paper covers the following topics:

  • too much superannuation - managing the impact of the RBL
  • strategies and structures to generate a tax effective income stream in retirement
  • estate planning and superannuation
  • surviving the ATO audit and other compliance issues.
Materials from this session: