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2020 National Superannuation Webinar Series - Pensions Workshop
Published on 20 May 2020 | Took place at Online, National
This session considered in detail the issues to review, strategies to consider and the practicalities of optimising pensions for clients, including consideration of:
- managing transfer balance caps and total superannuation balances including ATO views
- current methods of ECPI calculations
- transition to retirement income streams
- conditions of release.
Individual sessions
Pensions workshop
Author(s):
Jemma SANDERSON
This paper covers:
Materials from this session:
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