Complying defined benefit pensions pose a wealth of issues for trustees and their advisers ranging from the transfer balance cap to estate planning issues, trapped reserves and the potential impacts on Age Pension entitlements. In this webinar, we look at the options available for trustees looking to restructure complying defined benefit pensions to obtain the best tax, cost and Age Pension outcomes.
The webinar will focus on:
- The options available to the trustees
- Centrelink and regulatory requirements
- Ensuring that members don’t lose their Assets Test Exemption
- Specific case studies, and
- The impact on the transfer balance cap