Generation Life Masterclass in Sunshine Coast
Date and time
Location
The Surf Club Mooloolaba
1 Mooloolaba Esplanade Mooloolaba, QLD 4557 AustraliaDescription
Generation Life Masterclass
Estate Planning, Centrelink & Aged Care
1.5 FASEA CPD | Lunch provided
With the removal of Deductible Amounts on Lifetime Annuities, it has never been more prevalent to understand what these changes mean for your clients, as well as what other Centrelink propositions are available in the Australian Market that can assist with your Centrelink clients both on an Asset Test and an Income Test perspective.
Secure your place and be part of the growing movement of advisers using alternative tax structures whilst helping provide solutions for:
- Tax Arbitrage
- Estate Planning
- Aged care and Centrelink Benefits
During this Masterclass we will also be discussing the importance of considering after tax returns on your client’s portfolio. We will provide an overview of our new Tax Effective Australian Share fund This fund has been designed to significantly reduce the tax impact and maximise after tax returns - all without increasing the overall investment risk profile of the fund.
Speakers
Laura Salsbury
Head of Technical | Generation Life
Organised by
Generation Life Limited AFSL 225408 ABN 68 092 843 902 is the product issuer. The information provided is general in nature and does not consider the investment objectives, financial situation or needs of any individual and is not intended to constitute personal financial advice. The product’s Product Disclosure Statement and Target Market Determination are available at genlife.com.au and should be considered in deciding whether to acquire, hold or dispose of the product. Professional financial advice is recommended. Generation Life does not make any guarantee or representation as to any particular level of investment returns. Past performance is not an indication of future performance.