Miscellaneous 2005

The value of tax effective investments for retirement income

Source: South Australia

Published Date: 6 May 2005

 

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This paper provides an overview as to how a tax effective investment can:

  • be used as a complement or alternate to superannuation
  • maximise the effectiveness of the superannuation fund by reducing or eliminating the superannuation surcharge
  • be used within a self managed superannuation fund to:
    • increase overall returns and lower risk
    • assist with excess benefits issues
    • provide a potential tax free income in retirement.

Individual Session

The value of tax effective investments for retirement income

Author(s): Cameron Rhodes

Details

  • Published By: Cameron Rhodes
  • Published On:6 May 2005
  • Took place at:Novotel Barossa Valley Resort

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2005

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