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Published on 08 Oct 05
by VICTORIAN DIVISION, THE TAX INSTITUTE
There has been a watershed of changes in the past 12 or so months impacting superannuation and pensions; particularly SMSFs. There are still some great tax concessions but these are generally only available if the correct strategy is chosen and you comply with the applicable rules. This presentation covers:
the impact of recent changes
the various types of pensions now on offer including non-commutable pensions
excess benefits strategies
comparing taxation outcomes depending on type of benefit taken
case studies illustrating the flexibility and options available
ATO compliance targets.
This was also presented on 15 October 2005 by Shawn Irvine at the Tasmanian State Convention held in St Helens.
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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