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  2022

Succession planning for SMSF income streams - optimising the outcomes

Source: South Australia

Published Date: 23 Mar 2022

 

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This video covers:
  • Managing multiple income streams on death - which should be commuted and which retained?
  • Planning for the taxable and tax-free components
  • Reversionary pension planning and interface with the transfer balance cap regime
  • Specialised superannuation power of attorney arrangements
  • Tailoring income streams to achieve tax and commercially effective outcomes.

Individual Session

Succession planning for SMSF income streams - optimising the outcomes

Author(s): Daniel Marateo
Materials from this session:

Author(s)

Details

  • Published By: Daniel Marateo
  • Published On:23 Mar 2022
  • Took place at:Adelaide Oval

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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