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Pensions paper

Published on 09 Nov 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

With the ability for taxpayers to commence a pension upon attaining their preservation age, there are numerous opportunities and strategies available to consider. However, pension strategies within a fund also need to be considered carefully in light of the minimum (and maximum) pension requirements, as well as the estate planning implications. This paper outlines some of the main strategies with respect to pensions, as well as the areas to be aware of and consider in detail to ensure that the advantages of such strategies are not lost.

Author profile:

Author Photo - Jemma Sanderson CTA
Jemma Sanderson CTA
Jemma is a Director at Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma has over 15 years experience in developing complex strategies for high net worth clients. Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia. Jemma is the author of the popular SMSF Guide published by The Tax Institute, currently in its 7th edition, and is the author and convenor of The Tax Institute's Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Current at 19 September 2016 Click here to expand/collapse more articles by Jemma SANDERSON.
 

This was presented at Super - Are You Getting All The Benefits?.

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