Education: Introduction to Workplace Savings

Introduction to Workplace Savings tackles the key practical issues and responsibilities confronting employers in the new workplace savings environment.    

Presented by Tracey Cross, Partner, DLA Phillips Fox; this course covers the following key areas of interest:

1. Introduction to superannuation legislation
  • What are the principal differences between a superannuation scheme and a KiwiSaver scheme?
  • KiwiSaver for employers - what are the essential facts?
  • Offering membership - what is involved?
2. Superannuation taxation legislation for employers
  • Employer Superannuation Contribution Tax
  • Salary Sacrifice & Fund Withdrawal Tax
  • The KiwiSaver incentives - ESCT exemption and the Employer Tax Credits
  • PIE Tax for beginners

3. Remuneration strategies

  • Compulsory employer contributions
  • Negotiated employer contributions

4. Choosing and changing a workplace superannuation or KiwiSaver provider

5. Giving investment advice and promoting savings in the workplace

  • Including tips for communicating with employees in this area.

To Register: Send us an email with your contact details and your preferred course location.

ASFONZ will be delivering this couse in Auckland and Wellington (subject to attaining minimum registration numbers) 23 & 24 November 2009.

Cost: ASFONZ members $295, non-members $395