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Sladen Legal video presentations on the new super laws

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On 28 February 2017, Sladen Legal’s Phil Broderick, Melissa Colaluca and Rob Jeremiah gave presentations on the new super laws. To see a video of their presentations, please click below:

Overview of the new super measures – Phil Broderick, Principal, Sladen Legal
This session provided an overview of the new measures but in particular concentrated on the transfer balance cap measures and the changes to non-concessional contributions caps.

Planning for 1 July 2017 and beyond  – Melissa Colaluca, Associate, Sladen Legal
Most of the new super laws don’t take effect until 1 July 2017. Therefore, there are a number of planning matters to consider prior to, and after, that date. This presentation examined some of those issues including:

  • The cost base reset under the transfer balance cap regime
  • Dealing with the transfer balance cap after 1 July 2017
  • What to do with transition to retirement income streams
  • Making non-concessional contributions before the caps are reduced

How the new laws affect death benefit planning  – Rob Jeremiah, Principal, Sladen Legal
The transfer balance cap will have a significant affect on the death benefit planning of many members. This is because death benefit pensions are added to a death benefit recipient’s transfer balance cap and therefore will result in some super funds being forced to pay surviving spouses lump sums (when a death benefit pension would be preferred). This presentation examined how the transfer balance cap regime must be examined for death benefit planning including:

  • How the transfer balance cap regime works for death benefits
  • Why reversionary pensions are preferred under the new regime
  • Are there any advantages in paying children death benefit pensions?
  • What should members do now?

To discuss this further or for more information please contact:

Phil Broderick
Principal
Sladen Legal
T +61 3 9611 0163  l M +61 419 512 801  
Level 5, 707 Collins Street, Melbourne, 3008, Victoria, Australia
E: pbroderick@sladen.com.au

Rob Jeremiah
Principal l Accredited Specialist in Tax and Business Law
Sladen Legal
M +61 418 500 363  l  T +61 3 9611 0103
Level 5, 707 Collins Street, Melbourne, 3008, Victoria, Australia
rjeremiah@sladen.com.au

Melissa Colaluca
Associate
Sladen Legal
T +61 3 9611 0161   
Level 5, 707 Collins Street, Melbourne, 3008, Victoria, Australia  
E: mcolaluca@sladen.com.au                                                                                                                                               
  

Phil Broderick