Estate planning Succession Superannuation

Tax free pensions: The fine print

Source: QLD

Published Date: 1 Jun 2012

 

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This paper highlights current thinking in selected key areas of planning for those in the pension phase of retirement including:

  • transition to retirement pensions/superannuation
  • minimum and maximum payments
  • effect of death on CGT
  • segregated asset approach v proportionate approach
  • tax free and taxable proportions/reversionary pensions/commutation/in specie payments.

Individual Session

Tax free pensions: The fine print

Author(s): Lyn Formica , Allan Mcpherson
Materials from this session:

Details

  • Published By: Lyn Formica
  • Published On:1 Jun 2012
  • Took place at:Sofitel Hotel Broadbeach, Gold Coast

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Estate planning Succession Superannuation 2012

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