With 2022 being an election year and so much uncertainty on the horizon, it has never been more critical for advisers like you to ensure your clients know they're being protected by professional and strategic advice.
This webinar is explicitly designed for advisers working with SMSF clients. It will cover changes in the latest legislative updates and help you understand the potential impact on your clients.
Ensure you're on the right track when it comes to managing your clients' super funds with this unique case study-driven webinar with our SMSF experts, Nicholas Ali and Trevor Clisby.
During this webinar, you'll learn:
- Optimising pension strategies
- How timely reporting of death benefits can minimise risk
This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.
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The Federal Budget was released last night and was met with surprise by many. The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.
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Optimising your clients' total super balances not only ensures they receive concessions they are entitled to but also helps their retirement savings grow faster. Our SMSF experts will share key strategies for maximising the contributions to super.
By Nicholas Ali