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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 - Jeremy HILL
Jeremy HILL


 
Author Photo - Stephen HEATH
Stephen HEATH
Current at 21 January 2013 Click here to expand/collapse more articles by Stephen HEATH.

 

Individual sessions

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