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Life Cycle of a Self Managed Superannuation Fund - Part 2

Published on 20 Aug 2002 | Took place at The Hilton Hotel, Brisbane, QLD

This is the second part in a two-part series, focussing on eligible termination payments, pensions and the ATO view on self managed superannuation funds.

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

Individual sessions

Eligible termination payments

Author(s):  Allan MCPHERSON This seminar paper discusses eligible termination payments, including the taxation of ETP components, treatment of CGT exempt component, documenting your ETP, planning for ETPs and bona fide redundancy payments.

Materials from this session:


Author(s):  Chris WYETH This powerpoint presentation discusess pensions, including: segregated assets, measuring pensions for RBL purposes, complying vs allocated pensions, RBLs, retirement income products, Centrelink assessment of pensions, re-contribution strategies, and commutation of pensions.

Materials from this session:

ATO views on self managed superannuation funds

Author(s):  Lesley EAST This powerpoint presentation discusses the ATO view to self managed superannuation funds, including: who can make contributions, target areas, and messages for the Practitioner.

Materials from this session: