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The adviser on superannuation and retirement presentation

Published on 28 Nov 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Given the aging population and rapidly growing pool of wealth in superannuation, you now find you are being asked to assist your clients to build their superannuation to sufficient levels to sustain them throughout their retirement. This presentation covers various strategies to migrate the existing wealth of your client to superannuation in the most tax effective manner, with a focus on real property assets and SMSFs.

Author profile:

Matthew Andruchowycz CTA
Matthew Andruchowycz is a Principal in the firm's Business Transactions and Advice practice. He is a taxation and superannuation specialist working primarily with accountants, financial planners, business owners and medium and high wealth individuals on business transactions, investment strategies and disputes. Current at 05 April 2016 Click here to expand/collapse more articles by Matthew Andruchowycz.
 
Individual sessions

The adviser on superannuation and retirement

Author(s):  Matthew Andruchowycz

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