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Pension strategies and succession planning pre and post 30 June 2007 presentation

Published on 02 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • implications of electing to fall under the new pension regime
  • pension effectiveness for under 60s
  • pension restructuring opportunities prior to 30 June 2007
  • tax implications on exit
  • creating reserves
  • withdrawal and re-contribution strategies.

Author profiles:

Patrick CORK

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Jemma SANDERSON

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This was presented at Superannuation Intensive .

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Individual sessions



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