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Tax free pensions: The fine print paper

Published on 01 Jun 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper 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.

Author profile:

Lyn FORMICA
Current at 28 June 2011 Click here to expand/collapse more articles by Lyn FORMICA.
 

 

This was presented at 2012 Queensland Annual State Convention .

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