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Superannuation Update

Published on 15 Jun 2006 | Took place at The Illawarra Catholic Club, Hurstville, and The Chatswood Club, Chatswood, NSW

This seminar series was held in:
- Hurstville on 13 June 2006
- Chatswood on 15 June 2006.

This session will provide an update on these key superannuation issues:
- the TRIP
- Ryan’s case
- contribution splitting
- reserving
- end of the surcharge
- budget update.

Individual sessions

Superannuation update

Author(s):  Patrick CORK,  Craig ASPINALL

This presentation provides an update on these key superannuation issues:

  • the TRIP; What is it, what strategies can you use with your clients with it and how will it change they way people view superannuation?
  • Ryan’s case; What are the implications for self-employed clients and those with service trusts?
  • contribution splitting; How clients can now use two RBL limits and low tax thresholds?
  • reserving; When is it appropriate and how to use it properly?
  • end of the surcharge; How does this open up new and old strategies for your clients?
  • budget update; any planning opportunities that arise from the May budget.
Materials from this session: