A tech variety show
An exclusive Lifespan and Netwealth webinar
Learning outcomes:
CPD Event: A tech variety show
- Testamentary trust and death benefit pensions, dealing with death benefits.
- Repatriation of international pension and access UK government state pension (for eligible clients, and how to locate them).
- Short interlude – quick quiz on work tests.
- Dealing with tax impacts of death.
Register to watch the webinar
Wednesday, 26 July, 12:00pm - 1:15pm AEST
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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.
Resources
More insightful resources
Watch the video presentations of Keat Chew's national roadshow where he unpacked valuable strategies for your clients approaching their golden years of retirement. We've broken the presentation down into four topics, each focused on a different financial aspect, pertinent to clients as they approach and contemplate their twilight years.
Financial adviser use only – The below video presentations and supporting technical guide is intended for adviser use only.
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Family planning matters
Alternative investment structures and strategies to follow through into retirement years, including business structures, gifting and intergenerational wealth transfer options.
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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.
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Structures to die for
This section 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.
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Sharing is caring
This topic 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.