Superannuation forms a large part of a client’s wealth outside of their personal estate. However, not all super strategies are created equal. This .. Read more session provides advanced planning strategies to maximise the impact of super, with a focus on contributions and pensions. It covers Tax effective pension strategies, Reversionary v non-reversionary pensions, Optimising the amount held in tax free retirement phase, When should you restructure a member’s retirement phase pensions? Contributions to suit your client’s long-term estate plan, Combining benefit withdrawal and contribution strategies, Death benefits and the transfer balance cap, Assessing the impact of COVID-19 on super.
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