maintenance

Become a Member
Resources
Insights
Events
Education
Membership
About us
Contact us
  2017

Pensions

Source: National

Published Date: 3 Apr 2017

 
Covering the new super regime as it applies to pensions and TRISs, this session outlined the key steps, strategies and practical tips and traps that advisers need to be aware of including:
  • new $1.6M transfer balance cap
  • excess transfer balance penalties
  • CGT cost base relief (segregated and proportionate methods)
  • TRIS issues and removal of tax benefits
  • lump sums and minimum pension requirements
  • internal commutations
  • key issues, actions and strategies pre 30 June 2017.

Pension

Author(s): Daniel Butler
Materials from this session:

Details

  • Published On:3 Apr 2017
  • Took place at:Online

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Tags

2017

Share this page