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Superannuation - Pensions and death paper


Recent changes in superannuation law have simplified some superannuation pension rules, but most of the big questions remain. This paper helps advisers identify the best pension structure for clients having regard to both taxation and estate planning considerations.

Issues covered include:

  • When should clients think about pensions – age 55, resignation, retirement or other?
  • Comparing and contrasting pension options
  • When can you commute a pension?
  • Re-contribution and other strategies you need to tell your clients about
  • Should you always segregate assets?
  • Reversionary pensions and binding death nominations – which one wins?

Author profile

Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
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This was presented at 51st Victorian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Resolving tax disputes

Author(s):  Michael BEARMAN

Materials from this session:

Transfer pricing: The ATO perspective

Author(s):  Michael JENKINS

Materials from this session:

Family trusts and the family court

Author(s):  Geoffrey DICKSON

Materials from this session:

The new Part IVA - Clarification or extension?

Author(s):  Simon STEWARD

Materials from this session:

Cases review

Author(s):  Jerome TSE

Materials from this session:

The new transfer pricing rule

Author(s):  Michael SELTH

Materials from this session:

Reportable tax positions

Author(s):  Judy MORRIS

Materials from this session:

Further details about this event:


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