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.

Please visit CAE Customer Service Centre or phone 9652 0611 to enquire about enrolling in this course

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: March 16, 2018 01:32pm