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RBLs and DIY Superannuation Funds presentation

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 presentation 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.

Author profile:

Dean WATSON


 

This was presented at Superannuation .

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Individual sessions




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