top of page
Time & Location
06 Oct 2020, 2:00 pm – 3:00 pm AEDT
About the Event
- The Transfer Balance Cap is now enshrined in our businesses and requires substantial consideration for our clients as part of their retirement planning, estate planning and meeting their living needs.
- Jemma will discuss the pros and cons of transition to retirement and the information and reporting required when a member in transition to retirement attains age 65;
- This session will consider in detail whether your clients’ pensions should be reversionary or not and the strategies for clients taking out more than their minimum pension.
bottom of page