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Published on 21 Nov 2005
| Took place at Holiday Inn Adelaide
The last few months have seen some dramatic developments in the superannuation pension rules. Defined benefit pensions will be off limits to self managed super funds (SMSFs) post 31 December 2005.
In addition a new style of pension is now available to SMSFs and significantly the rules applicable to those pensions which remain available will change as from 1 January 2006.
The primary focus of this seminar was to demonstrate by way of case studies the planning opportunities that apply to these changes.
Author(s): Stephen HEATH, Jeremy HILL Topics covered in this paper include:planning opportunities with defined benefit pensionswhat happens to defined benefit pensions after 31 December 2005?non commutable allocated pensions (transition to retirement); planning opportunitieswhat happens to allocated pensions 1 January 2006? (planning opportunities)what happens to market linked pensions 1 January 2006? (planning opportunities)what are practical consequences of these changes for SMSFs?likely future RBL planning strategies.
Materials from this session:
Superannuation pensions: planning opportunities pre and post 31 December 2005 paper $75.00 - non member price shopping_cart Add to cart
Superannuation pensions: planning opportunities pre and post 31 December 2005 presentation $15.00 - non member price shopping_cart Add to cart
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Topics covered in this paper include:
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