Published on 27 May 04
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Reasonable benefit limit planning is not only dynamic, it is essential when planning superannuation structures for clients in both accumulation and retirement phases. Practitioners should ensure they are aware of current legislation, industry practices and contemporary strategies that can be implemented to maximise the position for their clients.
This paper uses a range of case studies to provide an insight into strategies and take full advantage of opportunities afforded by DIY superannuation funds in relation to key RBL rules and issues.
This paper includes minor updates made by the author for presentation at the Small Business Intensive held in Fremantle on 29 October 2004.
Dean is a senior financial planner with Perpetual, providing sophisticated financial advice to private clients. He has extensive experience in investment management, retirement planning, superannuation and recommending appropriate structures. Recently Dean was awarded a membership to the Personal Investor Magazine Master Class 'Honour Roll'; an award given to the top 50 financial advisers in Australia as judged by Personal Investor. Current at 30 September 2004
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