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So many changes to pensions: How will you see the wood for the trees? paper

Published on 18 May 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • what increases or decreases a person’s transfer balance account?
  • increases in the transfer balance account
  • decreases in the transfer balance account
  • transition to retirement income atreams
  • death benefit pensions and the transfer balance cap.

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Director of Technical and Professional Standards at the SMSF Association where he is responsible for the technical, advocacy and compliance. He supports members in providing high-quality advice on all aspects of self-managed superannuation funds. Graeme has over 30 years experience in the superannuation industry and had been involved in many of the changes to the government’s superannuation policy during that time. He was previously the National Technical Manager for OnePath Australia which involved providing technical advice on superannuation, social security and aged care to its adviser network. Prior to that, he was responsible for the coordination of superannuation litigation within the ATO. - Current at 30 August 2017
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This was presented at NSW 10th Annual Tax Forum .

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