As more and more Australians move into retirement, understanding the ever-changing complexities and demands of providing advice for clients at this life stage is increasingly important. These retirement resources aim to help you meet your clients’ evolving retirement needs.

An outline of what is assessed in the assets test and income test. All assets that the client has are assessable under the assets test.
Setting a tax strategy for your clients before they start their TtR pension is an important step in helping them increase both their savings and their super.
Documenting granny flat arrangements can protect the interests of elder relatives. However, there may be tax, estate planning and other consequences.
There are special rules for granny flat arrangements that may prevent the deprivation rules from applying. However they must satisfy a range of requirements.

BT Academy provides advice professionals with access to the latest news, insights and events to help grow your business.

Information current as at September 2019.

This communication has been prepared for use by advisers only.  It must not be made available to any client and any information in it must not be communicated to any client.  This document provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.

This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it.

Want to know more?

Call us on 1300 783 143
(Mon-Fri 8:00am-6:30pm,
Sydney time)