Commuting Pensions – Getting it Right

Pensions can be commuted for reasons including to pay a death benefit, to meet the new transfer balance cap rules or to withdraw capital from the super system. This session steps through the tax and SIS rules that will apply to such a transaction, including some practical examples of how a commutation would work in practice and strategies to help manage the tax implications.

Featuring: Mark Ellem, SuperConcepts, Brisbane

[33.10 minutes] [0.55 CPD hours]