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Contributing to and cashing from superannuation–Complexities and opportunities paper


Note: This paper was delivered at both the Victorian and Tasmanian Conventions in 2008 (9-11 October and 17-18 October respectively).

Having a detailed understanding of the contribution and cashing rules for superannuation can allow you to maximise strategies and avoid problems, including when a member dies. This paper addresses some of the more common questions raised by advisers and also highlights certain benefits and opportunities for clients. Topics covered include:

  • know the ‘bring forward rule'
  • utilising the transitional concessional contribution cap
  • understanding the ‘Retirement' condition of release
  • angel of death withdrawal strategy
  • death benefit nominations
  • trustee discretions when paying benefits.

Author profile:

Vesna Pavlovic
Vesna is a Principal at Mercer. She has been in the Financial Services industry for over 20 years, and provides technical support to financial planners in the areas of superannuation, retirement incomes, social security, insurance and estate planning. Current at 18 August 2009 Click here to expand/collapse more articles by Vesna PAVLOVIC.

This was presented at 2008 Tasmanian State Convention.

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