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Planning for the Big Four

Published on 13 May 1997 | Took place at All Seasons Premier Menzies Hotel, Sydney , NSW

Topics covered in this seminar are Retirement and Death

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

Individual sessions

Retirement

Author(s):  Antoinette ELIAS Topics covered include:
- New rules for ETPs, surcharge, contribution deduction limits
- Types of benefits - lump sums, pensions and mix of both
- Taxation of lump sums, pensions, allocated pensions and annuities
- Surcharge collection and other issues
- Surcharge remuneration planning

Materials from this session:

Death

Author(s):  Kevin J MUNRO Topics covered include:
- Asset protection planning
- Wills
- Nominations in life polices
- Family Provisions Act
- CGT Rollovers
- Life interests
- Testimentary trusts

Materials from this session: