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Notes Online Home 2017 Super Schools Day 2 New contribution planning strategies
New rules provide opportunities for revamped withdrawal and re-contribution strategy
In this area of the notes we look at the new rules that provide opportunities for revamped withdrawal and re-contribution strategy:
- Withdrawing funds from a superannution fund
- The taxation of benefits withdrawn from the fund
- Re-contributing monies back into the fund
- Estate planning benefits using a withdrawal and re-contribution strategy
- Using a withdrawal and re-contribution strategy for clients aged between 55 to 59 years and save
