John has been with AMP for 18 years and holds the position of technical services manager in its TapIn Technical team, specialising in general taxation, superannuation and the life insurance needs of business owners. John is a CPA, has a Bachelor of Commerce (UNSW), a Diploma in Financial Planning (Deakin University) and a Diploma in Superannuation Management (Macquarie University). He is involved in representing AMP on industry bodies and in liaison groups with government, including the Investment & Financial Services Association (IFSA) Retirement Savings Committee and the ATO Retirement Product Providers Technical Liaison Committee. Prior to joining AMP, John spent eight years with the Australian Taxation Office in Sydney.

This paper explores the planning issues and resulting opportunities from the superannuation rule changes effective 1 July 2004, including the following: No work test for under age 65 contributors All ... This ...