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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
Lyn is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). Current at 01 February 2016 Click here to expand/collapse more articles by Lyn FORMICA.
 

This was presented at 2012 Queensland Annual State Convention.

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