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Retirement Planning & Reserving Strategies within Self-Managed Super Funds

Published on 20 Apr 2006 | Took place at City West Function Centre, Perth , WA

Changes to Superannuation have created greater opportunities to assist clents in building wealth for retirement. This session explores these changes and provides a practical insight into the issues to be considered in developing retirement planning strategies.

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

Individual sessions

Reserving

Author(s):  Patricia KELLY

Topics covered in this seminar presentation include:

  • What is reserving? 
  • Reserving in a super fund
  • SIS Act reserving
  • Levels of reserving 
Materials from this session:

Transition to Retirement

Author(s):  Michael SCAFFIDI

Topics covered in this seminar presentation include:

  • What is super splitting?
  • What can be split?
  • How will it work?

Also included are 2 case studies on super splitting 

Materials from this session:

Transition to Retirement

Author(s):  Geoff BARBER

Topics covered in this seminar paper include:

  • Super splitting;
  • Benefits of contribution splitting;
  • Transition to Retirement Income Streams;
  • Does a superannuation fund have to provide a TtR income stream?
  • Reserves
Materials from this session: