Estate planning Succession

Tax free pensions: The fine print

Source: QLD

Published Date: 1 Jun 2012

 

This presentation 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.

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Individual Session

Tax free pensions: The fine print

Author(s): Lyn Formica , Allan Mcpherson

Details

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

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Estate planning Succession 2012

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