How will the major changes to superannuation impact your clients and their investment strategies?
What actions need to be taken pre and post 1 July?
Join me for a live digital session on how you can refocus your investment approach with your clients in light of the changes. Tweet your questions at me @NeilRogan1, or shoot them through live and I’ll answer them during the session. To start with, I’ll be covering:
- What are the most important super changes?
- Which clients are most likely to be affected?
- What are your tax-effective options outside of super?
- How do investment bonds compare to other strategies like gearing and trusts?
- Who is an investment bond most suited to and in what circumstances could it be an effective strategy?
- How have Australians used investment bonds effectively?
Date: Tuesday 9th May, 11am
If you’re unable to attend this time, register anyway and we’ll send you the recording.