Recent changes in superannuation law have simplified some superannuation pension rules, but most of the big questions remain. This presentation helps advisers identify the best pension structure for clients having regard to both taxation and estate planning considerations.
Topics covered include:
- When should clients think about pensions – age 55, resignation, retirement or other?
- Comparing and contrasting pension options
- When can you commute a pension?
- Re-contribution and other strategies you need to tell your clients about
- Should you always segregate assets?
- Reversionary pensions and binding death nominations – which one wins?