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  Miscellaneous 2007

Superannuation Update - Current Issues in the Pensions Phase

Source: New South Wales

Published Date: 25 May 2007

 
The simplification of superannuation provides a greater level of control and flexibility in the drawdown stage. This arises from the abolition of the compulsory cashing rules and the introduction of the new style of pensions from 1 July 2007. As we approach the end of this financial year there are a number of strategies that must be considered to decide whether those currently in superannuation are able to gain the greatest advantages in the lead up to 1 July. This session will address the features of the new style pensions and advantages that may be available to you or your client as a result of the changes. The session will include:
  • Impact of the new style pensions
  • Whether to crystallise or consolidate pre 1 July 2007
  • Long term considerations for superannuation drawdowns
  • Estate planning and the new style pensions
  • Aged care consideration and the use of superannuation
  • Boosting exempt components under the new rules

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  • Published By: Graeme Colley
  • Published On:25 May 2007
  • Took place at:Hilton Hotel, Sydney

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