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Superannuation - Pensions and death presentation

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 presentation helps advisers identify the best pension structure for clients having regard to both taxation and estate planning considerations.

Topics 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 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.

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Further details about this event:

 

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