Across the Golden Line

Discover strategies to benefit clients planning for their golden years of retirement.

CPD Regional Technical Roadshow with Keat Chew - Mackay

Date: Wednesday 20th July

Time: 10:30am – 1:30pm (lunch served at 12:30pm)

Location: Mantra Mackay, Mulherin Drive, Mackay QLD 4740

 

Join us for an educational presentation, earn 2.5 CPD points and enjoy a complimentary lunch.

Keat Chew, Netwealth’s Head of Technical Services, will unpacks strategies you will find valuable for clients approaching their golden years of retirement. Typically, clients are cramming contributions into super, or, at the opposite end of the spectrum, seeking alternative strategies having maxed out their super opportunities.

To break down this complex subject, we have put together four topics, each focused on a different financial aspect, pertinent to clients as they approach and contemplate their twilight years:

  1. “Structures to die for" explores testamentary trusts, the new rules around excepted income and compares them to child super pensions. We look at them both qualitatively and quantitatively to help you guide clients to the best outcome. Importantly too, we take a brief look at those structures “not to die with” to avoid the damage these can do to the best financial plans.
  2. “Family planning matters” looks at alternative investment structures and strategies to follow through into their retirement years. This can allow a holistic approach including business structures, gifting and intergenerational wealth transfer options. We round this topic out with a look at the possible pros and cons of the new 6 member SMSF rules.
  3. “The last bite” Need strategies to squeeze in that last super contribution? This topic looks at ways to do that now and the possibilities under the proposed legislative changes going forward.
  4. “Sharing is caring” reminds us of the ‘income splitting’ opportunities that exist as a couple – 2 tax free thresholds, transfer balance caps, total super balances, as well as the opportunity of contribution splitting and possible ownership options. We will look at a range of concepts and strategies to capitalise on these opportunities.

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Speaker:

Keat Chew
Head of Technical Services – Netwealth

Keat is the Head of Technical Services at Netwealth, and provides financial planning technical expertise to the Netwealth distribution network. He has over 30 years experience in the superannuation and financial planning industry, gained through Colonial, KPMG and AXA and is also a Chartered Accountant, qualified with Ernst & Young in London, specialising in the areas of corporate and international taxation. Before joining Netwealth Keat was Head of Private Clients at Genesys Wealth Advisers. Keat enjoys the challenge of developing "simple and practical solutions" to complex financial planning issues. He has developed a high profile in the financial planning industry and regularly speaks on financial planning and taxation issues at professional conferences and seminars around Australia.