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Super on termination of employment presentation

Published on 21 Aug 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Changing jobs or retiring can be a trigger for major changes in a client's financial circumstances. Make sure you understand all the risks and opportunities for your clients.

Topics covered include:

  • alternate strategies for dealing with termination payments
  • differing issues for redundancy, resignation or retirement?
  • keep cash, pay down debt or top up super?
  • traps on shifting superannuation funds
  • restructuring funds and investments to move to income phase.

Author profile:

Chris WYETH

Click here to expand/collapse more articles by Chris WYETH.
 

This was presented at Hands On Super - A Practical Guide For You And Your Practice .

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Super on termination of employment

Author(s):  Chris WYETH

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