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Pre or post age 60 - when should I retire? presentation

Published on 06 Jun 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • taxation of benefits prior to age 60
  • taxation of benefits after age 60
  • strategies / opportunities available:
    • maximising the tax-free component
    • transition to retirement and super splitting
    • new tax free amount versus existing deductible amount
    • pension restructure.

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.
 
Individual sessions

Pre or post age 60 - when should I retire?

Author(s):  Jemma SANDERSON

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Further details about this event:

 

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