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Current issues with superannuation - an advisors perspective paper

Published on 12 Oct 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Following the 'Simpler Super' reforms, this paper addresses:

  • how does super stack up as an investment vehicle now?
  • what contribution strategies should be considered before and after 1 July 2007?
  • what should I be advising new and existing retirees?
  • are other strategies like 'contribution splitting' and 'transition to retirement' still valid?

Author profile:

Ian Burgess CTA
Ian is a Tax Partner of Ernst & Young, Brisbane, who specialises in the areas of privately owned business and superannuation. He has over 25 years’ experience providing tax advice and compliance solutions to clients in these sectors and is the leader of the firm’s Private Client Services practice. Ian is also a regular presenter for The Tax Institute. Current at 07 April 2015 Click here to expand/collapse more articles by Ian BURGESS.
 
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