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Superannuation 2007 National Roadshow

Published on 30 Mar 2007 | Took place at Holiday Inn Adelaide, The Chifley Hotel, Brisbane, Newcastle, City West Function Centre, Perth, Cairns International, L'Aqua, Sydney, Amora Hotel, Richmond, Launceston Function Centre, National

This roadshow series was held in:
- Adelaide on 8 March 2007
- Brisbane on 9 March 2007
- Newcastle on 21 March 2007
- Perth on 23 March 2007
- Cairns on 26 March 2007
- Sydney on 27 March 2007
- Melbourne on 29 March 2007
- Launceston on 30 March 2007.

It took a practical look at some of the ways you can add value to your clients in this area. It focussed on the newly introduced legislation and discussed how your clients can use these changes to achieve the results they are seeking as they move toward their retirement.

Individual sessions

Superannuation 2007 National Roadshow

Author(s):  Mark WILKINSON

This combined paper and presentation provides:

  • a review of recent changes to legislation cases and rulings
  • an overview of planning opportunities that are available for superannuation planning prior to 30 June 2007
  • consideration of how the superannuation simplification process will impact on the way superannuation funds are used after 30 June 2007
  • a review of the estate planning strategies that can be implemented following the superannuation simplification process
  • a review of what you need to know about the superannuation contributions, with particular emphasis on the tricks and traps of the new regime
  • a review of superannuation and retirement strategies that existed prior to the superannuation simplification process and consideration of how and when these may be used in the future
  • consideration of how the service delivery will change for clients following the superannuation simplification process
  • pensions, what they are, how they work and what changes will clients need to make after 30 June 2007?
  • what are the unexpected measures contained in the draft legislation and how will this impact on your clients?
Materials from this session: