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  Miscellaneous 2008

Contributing to and cashing from superannuation"Complexities and opportunities

Source: TAS

Published Date: 17 Oct 2008

 

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Note: This paper was delivered at both the Victorian and Tasmanian Conventions in 2008 (9-11 October and 17-18 October respectively).

Having a detailed understanding of the contribution and cashing rules for superannuation can allow you to maximise strategies and avoid problems, including when a member dies. This paper addresses some of the more common questions raised by advisers and also highlights certain benefits and opportunities for clients. Topics covered include:

  • know the ‘bring forward rule'
  • utilising the transitional concessional contribution cap
  • understanding the ‘Retirement' condition of release
  • angel of death withdrawal strategy
  • death benefit nominations
  • trustee discretions when paying benefits.
Author(s)

Individual Session

Superannuation: contributions, voluntary cashing and death

Author(s): Vesna Pavlovic
Materials from this session:

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Details

  • Published By: Vesna Pavlovic
  • Published On:17 Oct 2008
  • Took place at:Tidal Waters Resort, St Helens

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