• Understanding planning and strategies for older clients

  • Sep 11 2024
  • Length: 32 mins
  • Podcast

Understanding planning and strategies for older clients

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  • Summary

  • In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning.

    Listen as they discuss:
    • How clients are trying to preserve as much of their SMSF assets to pass on to their children.
    • The impact that the $3 million super tax will play in designing strategies.
    • Why CGT should be top of mind for small-business owners well before they enter retirement.
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