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Superannuation Reforms

$138 Limited GST free / $124
Superannuation Reforms

<p>Starting with some basic tax and super information, this course caters for experienced investors, SMSF trustees, successful business owners and professionals. It will enable you to understand the

...
$104 Limited GST free / $94
Superannuation Reforms

<p>Starting with some basic tax and super information, this course caters for experienced investors, SMSF trustees, successful business owners and professionals. It will enable you to understand the

...

Starting with some basic tax and super information, this course caters for experienced investors, SMSF trustees, successful business owners and professionals. It will enable you to understand the law and regulations of the superannuation system in order to design your own successful retirement plan based on the latest information.


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. Describe the essential elements of the new super and pension system.
  2. Discuss the options, pros and cons of each in building a secure long-term retirement plan.
  3. Describe a properly well-run self-managed super fund.