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Superannuation - creating the right balance presentation

Published on 08 Apr 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • latest contribution rules
  • how to make 150% on your money!
  • implications for remuneration packaging
  • the new pensions - what do we use and when?
  • accessing tax free funds in super and pensions
  • practical excess benefits strategies
  • enough is enough - balance your super and investment structures.

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 My Client the Retiree/Investor.

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

Individual sessions

Hot property issues

Author(s):  Murray GRAHAM

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Estate planning

Author(s):  Peter PORCELLINI

Materials from this session:


Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

Materials from this session:

Investment strategies

Author(s):  Michael GOODWIN

Materials from this session:

Further details about this event:

 

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