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Pre or Post Age 60 - When Should I Retire?

Published on 06 Jun 2007 | Took place at The University Club of WA, Crawley , WA

Once in place, the 'Simpler Superannuation' changes will have far-reaching effects on retirement planning and asset accumulation strategies for clients. As the end of the 2006/2007 financial year draws closer, it is important that all potential strategies and opportunities for clients are implemented. A new consideration will also be the timing of retirement, and whether the tax advantages upon attaining age 60 justify working until this time.

Individual sessions

Pre or post age 60 - when should I retire?

Author(s):  Jemma SANDERSON

This presentation covers:

  • taxation of benefits prior to age 60
  • taxation of benefits after age 60
  • strategies / opportunities available:
    • maximising the tax-free component
    • transition to retirement and super splitting
    • new tax free amount versus existing deductible amount
    • pension restructure.
Materials from this session: