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Notes Online Home 2017 Super Schools Day 2 Pension planning strategies
This chapter contains Pension planning strategies:
- Background to the NEW pension reforms that apply from 1 July 2017
- Traps and tips associated with paying death benefit pensions under the NEW pension rules
- NEW rules provide major planning opportunities for couples
- Using TRISs from 1 July 2017 and achieving tax savings!
- Traps and tips associated with SMSFs applying the NEW segregation rules
- NEW rules create compliance nightmare for SMSFs paying pensions from geared assets
- NEW rules create tax hit for taxpayers who partially commute super pensions
- Maximise access to the transitional CGT relief for SMSFs and save $’000s