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Superannuation Pension Strategies

Published on 28 Nov 2013 | Took place at Leonda by the Yarra, Melbourne, VIC

    This is the second of a two-part series focussing on superannuation. This session focussed on understanding pension strategies, a topic that has become crucial for any adviser with aging clients who wish to optimise their pension payments and pave the way to smarter superannuation succession planning.

Individual sessions

Superannuation succession planning strategies part 2

Author(s):  Thalia KALABOUKAS

This paper focuses on the following points in relation to pensions:

  • current pension options
  • recent changes, announcements and ATO interpretations
  • taxation issues during the pension lifecycle
  • tips and traps
  • strategies and issues
  • case studies.

This paper complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool forsuccession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.

Materials from this session: