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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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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