Next super steps
Technical guide
Elevate your financial advice with four new superannuation strategies.
As we begin a new decade, our superannuation environment remains just as complex. With more than three decades of super asset growth behind us, this guide explores four super strategies that are designed to elevate your superannuation advice in 2020 and beyond.
This guide will give you the knowledge to implement the following super advice:
- Managing CGT in and out of super - While most know that it's best to deal with capital gains inside super, understanding how to deal with it outside of super is equally important. Discover how to use the rules - both in and out of super - to the best advantage of your clients.
- Death and passing on tax effectively - Having spent a lifetime building client wealth, don't let death cheat the next generation. Learn how to deal with death with a minimum of financial grief and discover strategies that will ensure the maximum amount of hard earned assets are transferred to beneficiaries.
- Repatriation of foreign pension funds - With an increasingly global workforce, learn how to unearth new super opportunities including those from previous overseas employment.
- Seeing annuities differently - Explore what the 'must know' elements of annuities are, how they work, and their strategic use within a portfolio.