Classical Retirement Planning – Understanding Super, Pension and Retirement Lifestyle Choices

Started with some basic tax and super knowledge, this course will guide your thinking in developing strategies and options for you to choose your preferred retirement lifestyle and how to transfer your wealth to your next generation, tax-effectively. This course is catered for novice, experienced investors and SMSF trustees in understanding the law and regulations of the superannuation system in order to design your own successful retirement plan with the latest information.


SUGGESTED READING

  • Moneysmart.gov.au (a lot of useful and practical smart money and retirement factual 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.
  • Optimise your Super and Pension strategy – after mastering the above, how do you apply them to your situation? What are the available strategies and options and how do you optimise your choice of retirement lifestyle and live happily thereafter?


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 super and pension system.
  3. Determine the suitable options for your own use.
  4. Compare and contrast the pros and cons of self-managed super fund and public-offered super funds.
$110 Limited / $99

<p>Started with some basic tax and super knowledge, this course will guide your thinking in developing strategies and options for you to choose your preferred retirement lifestyle and how to transfer

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07 Mar

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