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Pension planning in 2022 and beyond video
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Member Price: $99.00
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Publication date: 15 Sep 22 |
Abstract:
This paper examines strategic pension planning under the current and proposed rules and will include:
- Transition to retirement income streams – when to use them?
- Account-based pensions and managing the transfer balance cap
- Commuting “complying pensions” under new and proposed laws
- Multiple pensions vs consolidating pensions – which is better?
- Reversionary pensions vs non-reversionary pensions – which to choose?
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Pension planning in 2022 and beyond
Author(s):
Jemma SANDERSON
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Author profile
Jemma Sanderson CTA
Jemma Sanderson, CTA, is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy to accounting, legal and financial planning groups. Jemma has over 20 years’ experience and is a regular presenter on superannuation and SMSFs for the professional bodies across the country, and is the author of The Tax Institute’s popular publication for SMSF Advisers, the SMSF Guide, in its ninth edition. Jemma received a TTI Community Service Award in 2024 for her contribution to the industry. - Current at 07 August 2025
This was presented at National Superannuation Conference .
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