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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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