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Pensions & Retirement Planning

Published on 28 Feb 2006 | Took place at Leonda by the Yarra, Hawthorn, VIC

The use of Pension funds has been a proven tax effective method to accumulate wealth and plan for retirement. Recent changes have provided tremendous flexibility to pensions particularly the new non-commutable pensions that were introduced mid 2005. However, there are pitfalls and traps to watch out for when implementing pensions given the complexities in complying with the raft of super and tax rules.

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Individual sessions

Estate planning and pensions - start with the end in mind!

Author(s):  Daniel BUTLER

Topics covered in this presentation include:

  • estate planning combining the Will and super
  • do you make the pension reversionary in the first place?
  • the pension exemption - restrictions relating to death
  • binding death benefit nominations and pensions
  • what is the strategy on death - lump sum vs. pension?
  • limits with market linked pension on reversion.
Materials from this session:

Market linked pensions

Author(s):  David FOULDS

This paper covers:

  • recent changes including the new 100 year terms and the impact of reserves
  • non-commutable market linked pensions - the tips and traps
  • RBL issues - accessing pension RBL
  • reversionary pension beneficiaries
  • choosing the most appropriate term
  • documentation and trust deed issues
  • combining market linked and allocated pensions
  • social security planning issues.
Materials from this session: