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Superannuation: contributions, voluntary cashing and death presentation

Published on 17 Oct 08

Having a detailed understanding of the contribution and cashing rules for superannuation can allow you to maximise strategies and avoid problems. This presentation addresses some of the more common questions that are raised by financial planners and also highlights certain benefits or opportunities clients may be missing out on. Topics covered include:

  • know the ‘bring forward rule'
  • utilising the transitional concessional contribution cap
  • foreign super fund transfer limitations
  • understanding the ‘Retirement' condition of release
  • problems with transition to retirement rules.

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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