Key budget update: Navigating legacy pensions and tax exemptions


Legislation | Pensions |Tax

Changes announced in the May 2021 federal budget for legacy pensions will potentially have profoundly positive impact on clients receiving these pensions but also flow-on effects on the treatment of pension reserves, creating uncertain and complex tax issues.

In this session, you will:

  • Deep-dive into the announcements for legacy pensions as you discover the new opportunities and risks
  • Develop strategies to educate clients in the changes and provide guidance to restructuring their affairs