Started with some basic tax and super knowledge, this course will guide your thinking in developing strategies and options for you to choose your preferred retirement lifestyle and how to transfer your wealth to your next generation, tax-effectively. This course is catered for novice, experienced investors and SMSF trustees in understanding the law and regulations of the superannuation system to design your own successful retirement plan with the latest information.

DELIVERY MODE

• Face-to-Face

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, general transfer balance cap, limited recourse borrowing arrangement, insurance strategy inside super, Small Business CGT Concessions, tax-effective inter-generational wealth transfer and death benefit nomination options.
• Estate Planning – how would you prefer to pass down your hard-earned assets? Who will make financial and medical decisions for you if you lose mental capacity? Other useful estate planning tools – living Wills, education fund for grandchildren, charity foundation and testamentary trusts.

LEARNING OUTCOMES

By the end of this course, students should be able to:

1. Visualise an overall retirement planning framework in Australia.
2. Describe the essential elements of the super and pension system.
3. Determine the suitable lifestyle options for own use.
4. Provide a peace of mind regardless of what life throws at you.