The only constant is change…life insurance in super
It seems that another one of life’s certainties is that Australia’s superannuation rules will always change. No sooner have you familiarised yourself with the latest round of super changes and bang!…they change.
So how do you rate yourself on the super knowledge scale? Are you on top of all the proposed changes that will take place on 1 July 2019?
No? That’s okay. We understand how busy you are. That’s why we have put together this masterclass. We will lay it out for you in three easy-to-digest videos.
The topics covered will include:
- Recap on the changes that occurred to super legislation on 1 July 2017
- Outline of the proposed changes that will occur on 1 July 2019
- Key updates to concessional contributions and non-concessional contributions
- All the need-to-know revisions to transfer balance caps, death benefits and limited recourse borrowing arrangements
It may sound daunting, but it’s not. This will be 90 minutes of your time well spent. You’ll come away with a sound knowledge of the ‘current’ state of play. Don’t miss out.
Your presenter: Jeff Scott, Head of Product Strategy and Technical Support, ClearView Wealth Limited. Jeff Scott is a technical guru who has more than 25 years’ experience in the financial services industry. He is a regular media commentator and presenter in the areas of life insurance, taxation, finance, and superannuation. His extensive qualifications including Certified Financial Planner (FPA), SMSF Specialist Adviser (SMSF Association), Diploma of Financial Planning (Deakin/FPA), Graduate Diploma in Advanced Taxation (UNSW) and Master of Taxation Law (UTS).
Register your details for the videos and gain 2 CPD points!