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Superannuation and Pension Reforms

Superannuation and Pension Reforms

Superannuation and Pension Reforms – Sydney Course

This course starts with an overview of basic tax and super information, and is designed for beginners and experienced investors, SMSF trustees, business owners and professionals – in understanding the law and regulations of the superannuation and pension system, in order to design their own retirement plan with the correct 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.

Course Outcome

  • Describe the essential elements of the new super and pension system
  • Discuss the options, pros and cons of different strategies in building a secure retirement plan
  • Describe a properly well-run self-managed super fund
  • Determine how to pass down your super assets to your next generation

What to Bring

  • An open mind, no assumed knowledge
  • Bring along a calculator, pen and note-book
  • Lunch, drink, refreshments
  • Tea, coffee, vending machine supplied

Prerequisite: Desirable

  • No previous knowledge required

Important Information

  • The ato.gov.au site provides good factual information.

Delivery Mode

  • The class is delivered in a discussion group format with white board and powerpoint presentation

Testimonials

  • "Lawrence was very good, added a bit of humour to keep attention going, got the participants involved so it became more practical than a boring lecture with facts."
  • "Really informative & knowledgeable presenter who was able to simplify challenging topics to be easily understood."
  • "The best value course I have ever participated in. Amazing teacher."
  • "Lawrence was the most fantastic teacher who could not be faulted. He is so knowledgeable and enthusiastic! He remembered everyone’s name and details and made the whole course so enjoyable and beneficial."
  • "Useful course. Well structured. Comprehensive."