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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 Director of Technical and Professional Standards at the SMSF Association where he is responsible for the technical, advocacy and compliance. He supports members in providing high-quality advice on all aspects of self-managed superannuation funds. Graeme has over 30 years experience in the superannuation industry and had been involved in many of the changes to the government’s superannuation policy during that time. He was previously the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation, social security and aged care to its adviser network. Prior to that, he was responsible for the coordination of superannuation litigation within the ATO. - Current at 20 June 2017
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This was presented at Manoeuvring the Maze: Tax Forum .

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