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Life begins at 60 - pre and post superannuation planning presentation

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?

Author profile:

Author Photo - Jemma SANDERSON
Jemma SANDERSON
Current at 04 January 2011 Click here to expand/collapse more articles by Jemma SANDERSON.
 

 

This was presented at Life Begins at 60: Pre & Post Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Tax update: December 2007 tax update

Author(s):  Gary GLOVER

Materials from this session:

Life begins at 60 - pre and post superannuation planning

Author(s):  Jemma SANDERSON

Materials from this session:

Further details about this event:

 

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