Estate planning Succession Superannuation

Superannuation - Pensions and death

Source: Victoria

Published Date: 11 Oct 2012


Recent changes in superannuation law have simplified some superannuation pension rules, but most of the big questions remain. This presentation helps advisers identify the best pension structure for clients having regard to both taxation and estate planning considerations.

Topics covered include:

  • When should clients think about pensions – age 55, resignation, retirement or other?
  • Comparing and contrasting pension options
  • When can you commute a pension?
  • Re-contribution and other strategies you need to tell your clients about
  • Should you always segregate assets?
  • Reversionary pensions and binding death nominations – which one wins?

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Individual Session

Superannuation - Pensions and death

Author(s): Thalia Kalaboukas


  • Published By: Thalia Kalaboukas
  • Published On:11 Oct 2012
  • Took place at:Mantra, Lorne

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Estate planning Succession Superannuation 2012

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