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Notes Online Home 2022 Super Schools Day 2 Advanced Super Planning Strategies During an Economic Downturn
Advanced Super Planning Strategies During an Economic Downturn
In this chapter of the notes, we discuss advanced super planning strategies during an economic downturn under the following broad headings:
- Maximise use of the super contributions cap during a property or share
market downturn - Guidelines confirm tax planning opportunities for SMSFs to maximise capital losses
- Pension planning strategies to ensure clients avoid a ‘tax hit’ during an economic downturn
- Maximise the tax-free proportion of a client’s superannuation during a downturn
- Economic downturn forces rethink on the use of reversionary pensions
- Key strategies and issues to consider during an economic downturn