SMSFA prepares delegates for major super tax reformBY KARREN VERGARA | MONDAY, 5 FEB 2024 12:40PMThe SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. Related News |
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Andrew Gregory
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After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
A US or UK deferred annuity or life assurance bond becomes a much better option for balances over $3m especially if then borrowed against to buy a geared portfolio of Australian shares.