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  Deductions Losses Miscellaneous

Superannuation: Actuarial insights into exempt current pension income and longevity

Source: TAS

Published Date: 17 Oct 2013

 

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Superannuation is a highly tax-effective vehicle for the accumulation of retirement wealth. This paper explores some of the tax concessions available to self-managed superannuation funds and discuss the calculation of exempt current pension income. It includes case studies for fund losses and segregation, and some tips for maximising your exempt current pension income (ECPI). In addition you are provided with an update on new legislation affecting ECPI calculations including the continuation of pensions on the death of a member and the proposed $100,000 pension income limit. The paper finishes off with a discussion on longevity and how this impacts on planning for retirement.

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Superannuation: Actuarial insights into exempt current pension income and longevity

Author(s): Melanie Dunn
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  • Published By: Melanie Dunn
  • Published On:17 Oct 2013
  • Took place at:Hotel Grand Chancellor, Launceston

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Deductions Losses Miscellaneous Income tax Superannuation 2013

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