Special Tax & Superannuation Topics 2023-24 - Where to hold growth assets?

Compare super and other investment structures for growth assets. This session will consider the tax and estate planning implications of the new tax on super earnings and death.

$113.64

non-member : $136.36

Description

On successful completion of this topic, participants should be able to:

Identify clients at risk of the coming new 'earnings' tax and the super death tax
Identify the tax and asset protection issues arising from withdrawals from super
Understanding of various investment options separate from super for clients at or prior to retirement age
Explain how non-super investment structures can be managed by the family over time

The benefits

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive, and even fun. These sessions will:

Ensure you get the critical knowledge you need while minimising your time out of the office.
Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
Help you avoid any possible traps and pitfalls
Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Presenter

Other