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  2020

2020 National Superannuation Webinar Series - Pensions Workshop

Source: National

Published Date: 20 May 2020

 
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.

Pensions workshop

Author(s): Jemma Sanderson
Materials from this session:

Details

  • Published On:20 May 2020
  • 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.

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