Miscellaneous 2005

Superannuation pensions: planning opportunities pre and post 31 December 2005

Source: South Australia

Published Date: 21 Nov 2005

 

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.

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Individual Session

Superannuation Pensions: Planning opportunities pre and post 31 December 2005

Author(s): Stephen Heath CTA-Life , Jeremy Hill

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