Technical advice strategies for SMSF and super clients
Uplift your advice strategies with Meg Heffron, Managing Director at Heffron
Watch: Breakdown super, SMSFs and technical strategies for advice practices
Super is many of our clients' most important retirement savings vehicle. But the ways of getting the most out of changing rules evolve all the time.
Watch this informative webinar, Meg Heffron, Managing Director of Heffron and SMSF expert, breaks down several technical strategies for SMSF and super clients, including:
- How to optimise SMSFs in pension phase and leverage their benefits.
- Best practices for getting the most out of the available tax concessions for clients building wealth.
- Helping clients protect their superannuation legacy.
- And more…
Speaker bio
Guest speaker
Heffron's Managing Director Meg Heffron, has been working exclusively in SMSFs since 1998. She is one of the few actuaries to work in all areas of SMSF practice. Her passion is turning technical knowledge about SMSFs into practical solutions that accountants and advisers can use to help their clients and grow their businesses.
She is a sought-after speaker at events for industry professionals and their clients, a regular contributor to the Australian Financial Review, The Australian and SMSF trade publications and a trusted source in the development and implementation of superannuation policy via government and regulators.
Resources
More insightful resources
Watch the video presentations of Keat Chew's national roadshow where he unpacked valuable strategies for your clients approaching their golden years of retirement. We've broken the presentation down into four topics, each focused on a different financial aspect, pertinent to clients as they approach and contemplate their twilight years.
Financial adviser use only – The below video presentations and supporting technical guide is intended for adviser use only.
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Family planning matters
Alternative investment structures and strategies to follow through into retirement years, including business structures, gifting and intergenerational wealth transfer options.
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The last bite
Need strategies to squeeze in that last super contribution? This topic looks at ways to do that now and the possibilities under the proposed legislative changes going forward.
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Structures to die for
This section explores testamentary trusts, the new rules around excepted income and compares them to child super pensions. We look at them both qualitatively and quantitatively to help you guide clients to the best outcome.
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Sharing is caring
This topic reminds us of the ‘income splitting’ opportunities that exist as a couple – 2 tax free thresholds, transfer balance caps, total super balances, as well as the opportunity of contribution splitting and possible ownership options. We will look at a range of concepts and strategies to capitalise on these opportunities.