2019

Pensions and SMSFs

Source: New South Wales

Published Date: 28 Mar 2019

 

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This podcast covers:

  • eligibility to claim ECPI - the two available methods and when they must be used
  • strategies to account for ECPI and segregation to optimise tax outcomes and simplifiy administration for a client
  • managing total superannuation balances
  • pros and cons of using TRIS in the new world.

Individual Session

Pensions & SMSFs

Author(s): Colin Lewis
Materials from this session:

Details

  • Published By: Colin Lewis
  • Published On:28 Mar 2019
  • Took place at:Intercontinental Sydney, Sydney

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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2019

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