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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:

Christopher Wyeth CTA
Chris is a Client Adviser at ipac providing financial and investment advice. His practice focuses on retirement planning for senior employees in listed companies, government and the universities as well as exit strategies for SME owners. Chris has extensive practical experience in designing and implementing superannuation strategies and regularly advises both Australians and expats on managing their wealth. Current at 01 February 2016 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.

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

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Super on termination of employment

Author(s):  Chris WYETH

Materials from this session:



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