Superannuation Reforms

$107 Limited GST free / $96
Superannuation Reforms

<p>Starting with some basic tax and super basics, this course caters for novice and experienced investors, SMSF trustees, successful business owners and professionals in understanding the law and

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Starting with some basic tax and super basics, this course caters for novice and experienced investors, SMSF trustees, successful business owners and professionals in understanding the law and regulations of the superannuation system in order to design their own successful retirement plan with the latest information.


SUGGESTED READING

  • The Australian Taxation Office’s website: ato.gov.au


COURSE OUTLINE

  • Comparative tax analysis – on super, pension and other investment structures such as Individuals, Partnerships, Company and Trust.
  • An overview of the super and pension system – contribution caps, limited recourse borrowing arrangement, insurance strategy, Small Business CGT Concessions, investment strategy, estate planning and death benefit nomination options.
  • Latest Update on Super and Pension strategy – what are the General and Person Transfer Balance Caps and how to debit and credit the Personal Transfer Balance Account. Other options in building a secure retirement plan.


PLANNED LEARNING OUTCOMES
By the end of this course, students should be able to:

  1. Visualise an overall retirement planning framework in Australia.
  2. Describe the essential elements of the reformed super and pension system.
  3. Determine the suitable options for your own use.
  4. Describe how to run a self-managed super fund properly.