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Superannuation: contributions, voluntary cashing and death presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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.

Published on 17 Oct 08

Having a detailed understanding of the contribution and cashing rules for superannuation can allow you to maximise strategies and avoid problems. This presentation addresses some of the more common questions that are raised by financial planners and also highlights certain benefits or opportunities clients may be missing out on. Topics covered include:

  • know the ‘bring forward rule'
  • utilising the transitional concessional contribution cap
  • foreign super fund transfer limitations
  • understanding the ‘Retirement' condition of release
  • problems with transition to retirement rules.

Author profile

Vesna Pavlovic
Vesna is a Principal at Mercer. She has been in the Financial Services industry for over 20 years, and provides technical support to financial planners in the areas of superannuation, retirement incomes, social security, insurance and estate planning. - Current at 18 August 2009
Click here to expand/collapse more articles by Vesna PAVLOVIC.

 

This was presented at 2008 Tasmanian State Convention .

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