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TOPIC |
2009 BUDGET
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 see our dedicated online retirement services
website FinsightPlus
Pty Ltd.
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| FINSIGHT PLUS PTY LTD |
We have a second website specifically
covering online SMSF Services for advisors and administrators.
Click here
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Brian Bendzulla
Managing Director
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| QUICK
LINKS |
Please use the
top bar menu for full options. Below are the most popular links.
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SMSF Actuarial Certificates
DO NOT COMPLETE ONLINE
Please download (right-click on links
for save options), complete in MS Excel and email to act@bendzulla.com
If you have any difficulty downloading please call Andy on
1800 203 123 or email
to request forms.
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Converting Defined Pensions
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Actuaries are
experts in assessing the financial impact of uncertain events.
The training undertaken by actuaries in mathematics, statistics
and financial matters allows them to contribute to solutions
in a wide range of business problems and issues. Actuarial
tasks often involve the practical application of probability,
present values, finance, statistics and computing.
Most actuarial tasks involve
analysing the past, modelling the future, assessing the risks
involved and communicating what the results mean in financial
terms to the client.
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| BRW CLIENT SERVICE AWARDS |
Bendzulla
Actuarial Pty Ltd is proud to have been awarded the BRW Client
Choice Award for best Australian Actuarial Firm in the past
three years - 2007, 2008 and 2009.
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| LEGAL & AFSL INFORMATION |
For Copyright, Privacy and AFSL
information click here.
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| NATIONWIDE
CONTACT |
Freecall: 1800 203 123
Freefax: 1800 103 123
If phoning from overseas:
Ph: +61 3 6223 5104
Fax: +61 3 6224 3879
Email: actuarial@bendzulla.com
State postal addresses: click here
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