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Superannuation: Actuarial insights into exempt current pension income and longevity paper

Published on 17 Oct 13 by TASMANIAN DIVISION, THE TAX INSTITUTE

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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Author Photo - Melanie Dunn
Melanie Dunn
Current at 24 October 2013
 

 

This was presented at 2013 Tasmanian State Convention .

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