Published on 06 Dec 07
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
The Simpler Superannuation changes in the 2006 Budget that came into effect on 1 July 2007 will have far-reaching effects on retirement and estate planning for clients. Strategies will be necessary to optimise both the tax effectiveness for clients, and the tax effectiveness for their beneficiaries. This presentation delves into the following strategies:
- what to do before age 60
- between 60 and 65 - how can superannuation be optimised
- beyond 65 - what opportunities are available?