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General provisions have been included in anticipation of the superannuation contributions-splitting legislation outlined above.
As outlined above, the current form of the regulations means contributions-splitting requests could not be processed until 1 July 2006 and requests in respect of contributions made between 1 January 2006 and 30 June 2006 could be made up until 30 June 2007.
Payment provisions in relation to the Transition to Retirement pensions have been included.
This means that there are now specific provisions pursuant to which any of the pensions available to a member may be paid as a transition to retirement pension.
The Product Disclosure Statement has been updated in accordance with the above changes and to provide updated information on the abolition of the superannuation surcharge on high income-earners.
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Partner
+61 3 9258 3318
julia.tonkin@maddocks.com.au
Qualifications: BA, LLB, University of Melbourne
Julia is a Partner in Maddocks Corporate and Private Clients team. Julia has extensive expertise in:
- estate planning, structuring for succession of ownership and control of private and family businesses.
- charities and not-for-profit space.
Julia's clients include high net worth individuals and families and privately held businesses.
Clients value Julia's empathic, common sense yet technically sound approach to complex legal (and often interpersonal) issues.
She has been recognised as an Accredited Specialist by The Law Institute of Victoria with an accreditation in Wills & Estates Law. She has also been recognised in Doyles Guide for Wills, Estates & Succession Planning Law Recommended - Victoria in 2023.
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