Published on 08 Apr 2008
| Took place at The Chifley on Lennons, Brisbane
1 July 2007 marked the introduction of significant changes to superannuation funds. The changes present important investment and retirement opportunities to clients and it is essential that advisors are aware of these changes.
This event was a foundation level seminar designed for professionals who:
had a limited exposure to these new changes and wanted a solid understanding of the fundamentals
wanted a refresher before attending the full day Superannuation Intensive on Thursday 17 April 2008.
Superannuation: The essentials
Author(s): Lyn FORMICA
This paper covers:
the new contributions rules
making the best of contribution caps
the new rules on pensions and lump sums, including case scenarios
the new borrowing rules including what can and can't be invested in.