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The Adviser on Superannuation and Retirement

Published on 20 Nov 2013 | Took place at Wallmans, Adelaide , SA

    Given the aging population and rapidly growing pool of wealth in superannuation, you now find you are being asked to assist your clients to build their superannuation to sufficient levels to sustain them throughout their retirement. This session covered various strategies to migrate the existing wealth of your client to superannuation in the most tax effective manner, with a focus on real property assets and SMSFs.

Individual sessions

The adviser on superannuation and retirement

Author(s):  Matthew Andruchowycz

Given the aging population and rapidly growing pool of wealth in superannuation, you now find you are being asked to assist your clients to build their superannuation to sufficient levels to sustain them throughout their retirement. This presentation covers various strategies to migrate the existing wealth of your client to superannuation in the most tax effective manner, with a focus on real property assets and SMSFs.

Materials from this session: