Skip to main content
shopping_cart

Your shopping cart is empty

Superannuation pensions: planning opportunities pre and post 31 December 2005 presentation

Published on 21 Nov 05 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • planning opportunities with defined benefit pensions
  • what happens to defined benefit pensions after 31 December 2005?
  • non commutable allocated pensions (transition to retirement); planning opportunities
  • what happens to allocated pensions 1 January 2006? (planning opportunities)
  • what happens to market linked pensions 1 January 2006? (planning opportunities)
  • what are practical consequences of these changes for SMSFs?
  • likely future RBL planning strategies.

Author profiles:

Author Photo - Stephen Heath CTA
Stephen Heath CTA
Steve is a Partner in the Taxation & Revenue section of Wallmans Lawyers with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a member of The Tax Institute’s State Council and National Council. Current at 09 June 2015 Click here to expand/collapse more articles by Stephen HEATH.
 
Author Photo - Jeremy Hill
Jeremy Hill
Jeremy is a solicitor at Griffin Hilditch Lawyers. Jeremy has practiced predominantly in superannuation, stamp duty and income tax/capital gains tax. He also practices in property, commercial and town planning laws. He is a Fellow of the Taxation Institute, a member of the Membership Services Committee and is a regular presenter for the Taxation Institute. Current at 13 December 2006
Individual sessions

Further details about this event:

 

Copyright Statement