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These notes are intended to be a guide only. None of the comments contained in these seminar notes are intended to be advice, whether legal, financial or professional. You should not act solely on the basis of the information contained in these notes because many aspects of the material have been generalised and the tax laws apply differently to different people in different circumstances. Further, as tax and related laws change frequently, there may have been changes to the law since the notes were written. Specific advice should always be obtained from a tax professional.
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Notes Online Home 2021 Super Schools Day 2 Developing a Tax-Effective Super Plan During an Economic Recovery
In this chapter of the notes we discuss Developing a Tax-EffectiveSuper Plan During an EconomicRecovery, under the following broad headings:
- Identifying a client’s needs for super planning: Collecting information
- Creating superannuation contribution plans for a client during an economic recovery
- Advising clients on pension planning during a share market or property
recovery