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Superannuation: The Essentials

Published on 08 Apr 2008 | Took place at The Chifley on Lennons, Brisbane, QLD

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.

Individual sessions

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.
Materials from this session: