This paper covers:
- what has changed?
- taxation of lump sum benefits
- what happens before and after 60?
- the new pro-rating rules and its impact on withdrawal and re-contributions
- the crystallisation of the pre-July 1983 component.
Miscellaneous
2007
The new lump sum rules and strategies
Source: Victoria
Published Date: 28 Feb 2007
Individual Session
The new lump sum rules and strategies
Author(s):
John Sudano
Materials from this
session:
Details
- Published By: John Sudano
- Published On:28 Feb 2007
- Took place at:Amora Hotel, Hawthorn
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Tags
Miscellaneous
2007
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