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Pensions Strategies post 1 July 2017 (96:36 mins)
FPA CPD 1.5 hours – SMSF – Approval no. 009120 expiring on 25.05.2018
- New $1.6M transfer balance cap and excess transfer balance penalties
- CGT cost base relief (segregated and proportionate methods)
- TRIS issues and removal of tax benefits and Lump sums and minimum pension requirements
- Internal commutations and key issues, actions and strategies pre 30 June 2017
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I would like to express my thanks to Trust Deed for another excellent and prompt service. I have used you several times now and will continue to do so and have recommended your service to others as well. I especially was very impressed with the quality assurance check that followed behind the scenes to ensure my incorporations were spot on and within legal requirements. Well done Trust Deed and look forward to using you again. 
Sylvia MacFarlaine
CPA / Lending Specialist
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Paul Guy
CPA
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