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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
Current at 17 June 2009 Click here to expand/collapse more articles by Patrick CORK.
 
Author Photo - Jemma SANDERSON
Jemma SANDERSON
Current at 04 January 2011 Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at Superannuation Intensive .

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