shopping_cart

Your shopping cart is empty

Super on termination of employment presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 Aug 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Changing jobs or retiring can be a trigger for major changes in a client's financial circumstances. Make sure you understand all the risks and opportunities for your clients.

Topics covered include:

  • alternate strategies for dealing with termination payments
  • differing issues for redundancy, resignation or retirement?
  • keep cash, pay down debt or top up super?
  • traps on shifting superannuation funds
  • restructuring funds and investments to move to income phase.

Author profile

Christopher Wyeth
Chris is an adviser at Tynans with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth. - Current at 12 July 2018
Click here to expand/collapse more articles by Chris WYETH.

 

This was presented at Hands On Super - A Practical Guide For You And Your Practice .

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

Individual sessions

Funding retirement - How to maximise your benefits

Author(s):  Peter VILAYSACK

Materials from this session:

Great deeds - The SMSF deed health check

Author(s):  Scott HAY-BARTLEM

Materials from this session:

New client - Super checklist

Author(s):  Brett GRIFFITHS

Materials from this session:

Excess contributions tax

Author(s):  Neal DALLAS

Materials from this session:

Super on termination of employment

Author(s):  Chris WYETH

Materials from this session:

The nuts and bolts of property in super

Author(s):  Dennis EAGLES

Materials from this session:

Estate planning timebombs

Author(s):  Chris Balalovski

Materials from this session:

Further details about this event:

 

Copyright Statement