Covering the new super regime as it applies to pensions and TRISs, this session outlines the key steps, strategies and practical tips and traps that advisers need to be aware of including:
* The changes:
* new $1.6M transfer balance cap
* excess transfer balance penalties
* CGT cost base relief (segregated and proportionate methods)
* TRIS issues and removal of tax benefits
* lump sums and minimum pension requirements
* internal commutations * Key issues, actions and strategies pre 30 June 2017
Other webinars in this series:
* Isolated Changes and Legacy Pensions
* The New Contribution Provisions
* Succession and Estate Planning