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