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  Miscellaneous 2022

Pension planning in 2022 and beyond

Source: New South Wales

Published Date: 15 Sep 2022

 

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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
Materials from this session:

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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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Miscellaneous 2022

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