Watch

Presentation: Simple but effective technical strategies

Keat Chew, Netwealth's Head of Technical Services, brings his wealth of expertise and experience to unpack 'simple but effective' technical advice strategies.

Keat is renowned for crafting straightforward solutions to complex financial puzzles. This session will consider a range of simple technical strategies that can be used to effectively improve clients financial situation in super. 

In this session, Keat will cover:

1. Optimising the use of Transition to retirement (TTR) income streams, including for the purpose of estate planning
2. The opportunity to create (and use) losses in SMSF
3. Managing super in light of (over) the $3m proposed additional tax liability

Watch the presentation and learn new advanced superannuation strategies for 2024.

Webinar recording

Watch Simple but effective technical strategies presentation