Outside Superannuation

Advice and investment strategies that sit outside the superannuation system continue to play an important role across the financial services landscape. As client needs, regulatory settings and market conditions evolve, organizations are increasingly required to consider how non superannuation strategies fit within broader financial, investment and advice frameworks.

Approaches to managing and advising outside superannuation vary widely and may be shaped by client objectives, tax considerations, risk appetite and organisational capability. Understanding how these strategies are positioned, governed and communicated remains an ongoing consideration for many organisations.

In the October edition of INPractice Online, The Inside Network will explore contemporary perspectives on strategies and considerations outside superannuation within financial services. The session will provide a space to reflect on how organisations approach non-superannuation arrangements in a changing regulatory and economic environment.

This session will cover:

• Key considerations influencing strategies outside superannuation.

• How organisations think about non-superannuation structures and
  approaches.

• The role of governance and risk management in supporting these strategies.
  

This session is designed for professionals across financial services with an interest in investment structures, strategy and client planning beyond superannuation.