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factsheets for wealth & finances – 6.3.3

We have provided more detail about planning for and transitioning to retirement in these convenient downloadable Fact Sheets.

Salary packaging and employee share schemes:

Acquiring a new vehicle

Employee share schemes

Salary packaging and vehicles

Trusts:

Corporate beneficiaries and UPEs

TFN reporting (closely held trusts)

Income streaming (discretionary trusts)

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