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Notes Online Home 2021 Super Schools Day 2 Advanced Pension Planning Strategies
Strategies for improving a client’s retirement nest egg during an economic recovery
This segment of the seminar notes will address Strategies for improving a client’s retirement nest egg during an economic recovery. In particular, the following:
- Maximise the tax-free component of a pension interest under the proportioning
rule and save $’000s - Commence a pension during a recovery or period of growth and maximise
a fund member’s TBC