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Superannuation Pensions - What's New & What Can We Do In These Tough Times?

Published on 18 Feb 2009 | Took place at RACV Club, Melbourne , VIC

This event was aimed at financial planners, accountants and practitioners who advise on retirement planning.

Declining asset values and returns introduce a new range of issues for financial advisers and their clients with superannuation pensions. This event addressed a range of issues surrounding superannuation pensions, including:

  • defined benefit pension implications
  • TTR pension issues and strategies
  • account based pension strategies
  • death benefits & CGT on death
  • temporary resident changes
  • same-sex legislative changes.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation pensions: What’s new, & what can we do?

Author(s):  David BARRETT

 This presentation covers:

  • super pensions in general
    • re-contributions & anti-detriment payments
    • capital gains tax issues
  • Transition to Retirement (TTR) pensions
    • preservation issues
    • taxation issues
    • break-even analysis.
Materials from this session:

Superannuation pensions

Author(s):  Vesna PAVLOVIC

This presentation covers:

  • ‘same-sex' legislative changes
  • temporary residents changes
  • Defined Benefit pensions and means testing
  • limitations in relation to death benefit pensions.
Materials from this session: