What are the non-super implications of the 1 July reforms?
Where do clients accumulate the wealth they can no longer put into super?
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
Various features of the new super regime mean that from 30 June this year significantly less can be contributed to super over a person’s working career. This is a clear policy intent of the reforms.
At the same time we are constantly being told that more wealth is needed for a comfortable retirement. Let alone the future cost of health and aged care.
In addition to changes needed in the next 6 weeks, we also need to look at client strategies for the future.
For clients who wish to accumulate assets and wealth, but do not want to do so in their own name, where will we advise them to secure that wealth?
In looking at the non-super wealth structures that we will need to focus more upon when engaging with, and advising, clients this webinar will examine:
• What structures are available;
• The tricks and traps unique to each of the alternatives;
• Understanding and explaining the benefits and risks between the alternatives to clients: and
• Asset protection, family law and potential exit strategies that go with each of those structures.
Using client case studies, this event will aim to provide practical information that can be applied for different client factual circumstances often seen in professional advising.
Webinar Learning Outcomes:
Attendees will learn why one size does not always fit for all clients. Skilled advisers need to be able to vary the recommended structure to fit the individual client’s unique needs and capabilities.
The program will present summaries of the differences between the various structuring alternatives. There will also be checklists of the main attributes of each alternative that need to be understood and tailored for each client.
Accountants, planners and lawyers from intermediate to senior levels.
Clifford Hughes is an IFX Legal Independent Adviser and Principal at Clifford Hughes & Associates. He is a member of the CCH Q&A Advisory Panel and consults to legal, accounting and planning practices around Australia on revenue, structuring and succession issues for their SME
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
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