Our experts explained these 7 tips on the deadly issues raised by the new superannuation reforms:
1) How are you going to account for your clients’ Personal Balance Caps?
2) How do the complex averaging rules really work? Can I contribute?
3) Should you keep or windup your TRIS?
4) What do the new rules mean for pension reversions and clients’ Estate Plans?
5) To advise you need to be licensed, how are you going to implement the changess?
6) How am I going to do the SOAs?
7) Critical action items for completion.
This session was presented by acknowledged superannuation experts Murray Wyatt and Maureen Allan of Morrows, together with input from members of the Morrows Super and Legal teams.
You must act now!
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