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Superannuation - Pensions and death paper

Published on 11 Oct 12 by VICTORIAN DIVISION, THE TAX INSTITUTE

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 KALABOUKAS
Thalia is a Solicitor with Maurice Blackburn Cashman Commercial, Lawyers. She advises accountants, financial advisers, high net-worth individuals and superannuation fund trustees on superannuation, financial services disclosure, estate planning, trust and taxation issues affecting superannuation and worker entitlement funds.
Current at 28 November 2006
Click here to expand/collapse more articles by Thalia KALABOUKAS.
 

This was presented at 51st Victorian State Convention .

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

Individual sessions








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The new Part IVA - Clarification or extension?

Author(s):  Simon STEWARD

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Cases review

Author(s):  Jerome TSE

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The new transfer pricing rule

Author(s):  Michael SELTH

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Reportable tax positions

Author(s):  Judy MORRIS

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Further details about this event:

 

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