Commuting defined benefit pensions | Accurium

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


Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.