Skip to main content
shopping_cart

Your shopping cart is empty

Tax free pensions: The fine print presentation

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.

Author profile:

Author Photo - Allan MCPHERSON
Allan MCPHERSON
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 Click here to expand/collapse more articles by Allan MCPHERSON.
 

 

This was presented at 2012 Queensland Annual State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions








Further details about this event:

 

Copyright Statement
click to expand/collapse