With the ability for taxpayers to commence a pension upon attaining their preservation age, there are numerous opportunities and strategies available to consider. However, pension strategies within a fund also need to be considered carefully in light of the minimum (and maximum) pension requirements, as well as the estate planning implications. This presentation outlines some of the main strategies with respect to pensions, as well as the areas to be aware of and consider in detail to ensure that the advantages of such strategies are not lost.
Estate planning
Succession
Superannuation
Pensions
Source: Western Australia
Published Date: 9 Nov 2012
Details
- Published By: Jemma Sanderson CTA
- Published On:9 Nov 2012
- Took place at:The Duxton Hotel, Perth
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Tags
Estate planning
Succession
Superannuation
2012
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