- Presentations, Technical Resource
- Investment standards
National Conference 2024
The workshop will provide a whole-of-client perspective, covering effective tax planning and asset transfer strategies to help clients navigate the complexities of superannuation and optimize their financial positions. Additionally, the workshop will delve into complementing SMSF structures with alternative investment vehicles. This includes integrating SMSFs with companies, family trusts, unit trusts, and personal investments which is especially pertinent in light of the proposed $3 million super tax. Through case-driven discussions, participants will gain actionable insights to effectively advise high net wealth clients in this changing superannuation landscape.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association