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Tips, traps and strategies for pension commencement presentation

Published on 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • transition to retirement – why bother?
  • TRP and conditions of release
  • starting a retirement phase pension – tips, traps and strategies
  • reversionary pension – yes, no, wider implications?
  • pension payments greater than the minimum.

Author profile

Jemma Sanderson CTA
Jemma Sanderson, is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support and consultancy accounting, legal and financial planning groups. Jemma has over 20 years’ experience in developing complex strategies for high net worth clients. Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across the country, and is the author of The Tax Institute’s popular publication for SMSF Advisers, the SMSF Guide, in its ninth edition. Jemma was named the SMSF Adviser of the Year at the 2019 National Women in Finance awards for the third year in a row and received the SMSF Association Chairman’s Award in February 2018 for her contribution to the industry. - Current at 20 July 2022
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at 2019 National Superannuation Conference .

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