Super 4: Contributing to super later in life

This session will cover the contribution opportunities available to clients that have not had the chance to maximise their retirement savings during their working life. From downsizing the family home and using the downsizer superannuation contribution measure to utilising the work test exemption for recently retired clients, we’ll cover the superannuation contribution opportunities available to older clients with reference to numerous examples. 

More information:

   Thursday 21 October                 Natasha Panagis     Slides  
   12:30-1:30pm Melbourne time       Live webinar    Recording 
   1 CPD point      $99 (members) | $132 (standard)        Notes

 

Presented by Natasha Panagis


Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, Natasha has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.

When
21/10/2021 12:30 PM - 21/10/2021 1:30 PM
Where
Online, Australia

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