In this annual webinar, Rob Simon and Deepali Joshi from AMP’s TapIn team, will provide a timely refresher, so you can assist clients achieve their medium to long term financial goals. This year in particular, there are extra advice opportunities to consider, including an upcoming indexation in the pension transfer balance cap and the increase to the non-concessional contribution bring-forward thresholds.
Please note no CPD points are available for this recording.
Learning outcomes
After attending this webinar you should be able to:
- Describe a range of tax and super considerations particularly relevant when undertaking client reviews leading up to the end of financial year period;
- Understand how the coming increase in the general pension transfer balance cap provides advice opportunities to maximise amounts in tax-exempt retirement phase pensions;
- Understand how the increase in total superannuation balance thresholds creates non-concessional contribution opportunities for your clients with strategies spanning both the current and new financial year and beyond;
- Be aware of some basic tax and social security planning considerations; and
- Identify clients who may require updating of their financial planning arrangements.
ESG Insights
Join us for our ESG insights webinar where Frances Taylor, Head of Investments and Managed Portfolios for North, facilitates a live Q&A with industry experts including Jeremy Dean (Head of Regnan and Responsible Investment Distribution, Pendal Group), Estelle Parker (Executive Manager, RIAA) and James Harwood (Senior Portfolio Manager, ESG Strategies, Russell Investments).
Expiry: 7 June 2024
Ethics 2: Ethics education for financial advisers
Dr Michelle Cull, Associate Dean, Engagement, School of Business, Western Sydney University provides an overview of various approaches to ethics and examine ethical decision- making models in the context of the Financial Planners and Advisers Code of Ethics and the financial planning landscape.
Duration: 60 min | CPD: 1.0 | Expiry: 18 August 2024
Find out moreStrategies to build comfort and confidence in retirement
Ben Hillier | CPD 0.75
Ben discusses a first of it’s kind, innovative retirement income solution, designed to help your clients achieve comfort and confidence in retirement.
Duration: 45 minutes
What you need to know
This page is provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It is for adviser use only. It contains general advice only and hasn’t taken any person’s specific needs or circumstances into account. A person should consider whether it is appropriate for them based on their own financial position, objectives and requirements and seek financial advice before making any financial decisions. Visit northonline.com.au to obtain the disclosure documents and target market determinations for MyNorth Super and Pension and MyNorth Investment. Past performance is no guarantee of future performance.
You can read the AMP Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hardcopy by contacting us on 1800 667 841.
MyNorth is a trademark registered to NMMT. MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). MyNorth Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser.