Course Summary

On 1 July 2017, the Federal Government will introduce a number of new superannuation and taxation rules that will affect all individuals who are currently contributing to a superannuation fund and retirees who are in receipt of a superannuation pension. This session will outline and explain this important information.

Course Sessions

Monday, 26th February - 1 class


Session ID SKAE0501C
26 Feb - 26 Feb 9:30am - 12:30pm
Location CAE
Session Fees
$49 / $47 (conc)
Teacher
Jim Prince

This short course will cover the following key issues:

  • The new rules relating to making a contribution to a super fund and who can claim a tax deduction.
  • The new tax rules affecting retirees who have more than $1.6 million in their super fund.
  • The new rules affecting retirees who currently receive an account based pension, a defined benefit pension and/or transition to retirement pension.
  • The new rules affecting death benefit payments.
Last updated: November 17, 2017 06:31pm