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2017 Superannuation Reform 4 DVD boxset

2017 is ramping up to be the year of superannuation. What an exciting and dynamic time to practise in this space. With the government’s major reform package finally in place and a raft of brand new measures kicking in on 1 July, it is important to understand what these changes mean for you and your clients.

This video package will help you navigate these changes and highlight the key steps, strategies and practical tips that you need to be aware of in the lead up to 1 July.

Presented by four industry experts, you’ll gain insight into the controversial $1.6 million transfer balance cap and how it affects pensions, estate planning and death benefits; the new contribution provisions; concessional and non-concessional caps and the new Div 293 threshold.

Must see presentations for all those who are practising in this space.

  • 4 CPD hours
  • Each DVD includes the PowerPoint slides

Mid Year Sale - save using campaign code at checkout: Mid Year Sale 2017

·4 CPD


Price: $484.00
Item Code: DVD

Avoiding the Testamentary Trust for Better Options DVD

Avoiding the Testamentary Trust for Better Options DVD

1 CPD hour

Avoiding the Testamentary Trust for Better Options
Presented by Peter Bobbin, CTA, Rockwell Olivier
A critical analysis and discussion on when and why this is not the right way to plan the estate. Peter was the first person in modern Australian estate planning to urge the use of what is today commonly known as the testamentary trust. Learn from his experience from as early as 1988 on the tips, tricks, when to avoid it and;
•Family law planning mistakes
•When it is simply not valuable
•How the inter vivos trust can be stronger and more efficient
•When pursuing the TT actually increases exposures
•Why beware of the anti-avoidance principles
•Super can be more super, but it is limited
•Avoiding the inevitable fights.

Filmed at the NSW 7th Annual Tax Forum, Sydney on 23 May 2014

Please note this DVD does not include a technical paper
Price: $99.00
Item Code: DVD

Go for Growth

Over 1,000 practical courses covering the knowledge every business needs to grow and succeed
Price: $275.00
Item Code: NAT_WEB_G4G

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