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The 2009 Federal Budget has seen the halving of concessional
and transitional contribution cap provisions. Non concessional
limits remain unaltered. Transition to Retirement strategies
continue to enjoy investment income but reduced taxable
income substitution advantages. Minimum drawdown relief
continues for a further year. A portability scheme has been
agreed in principle with NZ. The Age Pension system has
seen significant changes to age, rate, indexation and work
bonus provisions. For a summary of pension and superannuation
changes in the Budget please click here.
Brian Bendzulla, B.Sc, UED, FIAA is a consulting actuary with some
25 years experience in the industry -
brian@finsightplus.com
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Free calculators are provided to undertake the
heavy maths required with retirement issues. Additionally time
saving, full editable computational reports are available to advisors
for a modest fee.
For Tax Exemption Certificates; Adequacy of Defined Pensions and
Self Insurance Certificates - see the Bendzulla Actuarial Website ....
Click Here
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The focus of this website is to assist
SMSF advisers and administrators with retirement issues
via online support.
As you would except from a firm of actuaries, there is a heavy emphasis on computational
tasks and techniques to enable the uncertainties of a client's financial aspirations to be managed.
Please note that we are not financial planners.
This is a business to business service not designed for
retail clients.
We strongly recommend that such individuals obtain appropriate financial planning advice. The information and calculators are designed to operate totally in an online web delivered
manner. For more complex tasks or to speak to a consultant please contact a
Bendzulla Actuarial office - see link below.
Bendzulla Actuarial Pty Ltd is the main operating company in our
Group and is a full service firm of actuaries
and consultants undertaking a wide range
of tasks. For more information please visit the Bendzulla
Actuarial web site .. click
here.
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