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Superannuation Update – Current Issues in the Pensions Phase presentation

Published on 25 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

The simplification of superannuation provides a greater level of control and flexibility in the drawdown stage. This arises from the abolition of the compulsory cashing rules and the introduction of the new style of pensions from 1 July 2007. As we approach the end of this financial year there are a number of strategies that must be considered to decide whether those currently in superannuation are able to gain the greatest advantages in the lead up to 1 July. This session will address the features of the new style pensions and advantages that may be available to you or your client as a result of the changes. The session will include:

  • Impact of the new style pensions
  • Whether to crystallise or consolidate pre 1 July 2007
  • Long term considerations for superannuation drawdowns
  • Estate planning and the new style pensions
  • Aged care consideration and the use of superannuation
  • Boosting exempt components under the new rules

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 10 February 2021
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This was presented at Manoeuvring the Maze: Tax Forum .

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Superannuation Update – Current Issues in the Pensions Phase

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