Published on 01 Jun 12
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation 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.
Allan is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in
providing technical advice on superannuation matters to the accounting industry. Allan comes
from a taxation related background having worked at the Australian Taxation Office and the
tax division of a large chartered accounting practice as a Tax Consultant, prior to establishing
his own practice.
Current at 9 October 2008 Current at 15 December 2008
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