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Superannuation Series 2007: Session 2: Superannuation: The new benefit rules

Published on 28 Feb 2007 | Took place at Amora Hotel, Hawthorn, VIC

The super reforms are the biggest seen for the past 10 years. Every tax practitioner and adviser must get on top of these changes to ensure they provide timely and accurate advice. These seminar materials are a great opportunity to work through the draft legislation and get up to speed before many popular tax effective planning opportunities prior to 30 June disappear! They also cover the new strategies that will open up after 30 June.

Individual sessions

The new lump sum rules and strategies

Author(s):  John SUDANO

This paper covers:

  • what has changed?
  • taxation of lump sum benefits
  • what happens before and after 60?
  • the new pro-rating rules and its impact on withdrawal and re-contributions
  • the crystallisation of the pre-July 1983 component.
Materials from this session: