Published on 15 Jun 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation provides an update on these key superannuation issues:
- the TRIP; What is it, what strategies can you use with your clients with it and how will it change they way people view superannuation?
- Ryan’s case; What are the implications for self-employed clients and those with service trusts?
- contribution splitting; How clients can now use two RBL limits and low tax thresholds?
- reserving; When is it appropriate and how to use it properly?
- end of the surcharge; How does this open up new and old strategies for your clients?
- budget update; any planning opportunities that arise from the May budget.
Craig is an Associate Director with Grange Securities. He is a certified financial planner with over 18 years experience in funds management and financial planning and has gained his experience through roles such as foreign exchange broking, developing investment products and training financial planners. Current at 05 May 2006
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Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. Current at 27 March 2007
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Further details about this event: