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Superannuation strategies life begins at 60 – pre and post planning presentation

Published on 11 Apr 08 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This is a large presentation (approximately 60 slides) covering:

  • strategies pre and post age 60
  • opportunities after age 65
  • case studies:
    • gearing into a share portfolio
    • gearing into property:
      • new purchase
      • application to small business clients.

Additionally, this presentation covers a number of case studies:

  • Gearing into shares:
    • example of prudent gearing over time
    • new strategy - reducing SMSF tax bill
    • new strategy - contribution limits and contributions tax
  • Gearing into property - new purchase
  • Gearing into property - small business acquisition of premises.

 

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 Superannuation Intensive .

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

Individual sessions

Superannuation and estate planning

Author(s):  Daniel FRY

Materials from this session:

ATO auditing of SMSF auditors

Author(s):  Sharyn LONG

Materials from this session:



Further details about this event:

 

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