Miscellaneous 2022

Pension planning in 2022 and beyond

Source: New South Wales

Published Date: 15 Sep 2022


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This paper examines strategic pension planning under the current and proposed rules and will include:
  • Transition to retirement income streams - when to use them?
  • Account-based pensions and managing the transfer balance cap
  • Commuting "complying pensions" under new and proposed laws
  • Multiple pensions vs consolidating pensions - which is better?
  • Reversionary pensions vs non-reversionary pensions - which to choose?

Individual Session

Pension planning in 2022 and beyond

Author(s): Jemma Sanderson CTA


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Miscellaneous 2022

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