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Effective strategies for using superannuation in succession planning - pre July 2007 paper

Published on 27 Aug 05 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This paper covers:

  • when to establish self managed funds
  • using self managed pension rules - use of market linked annuities / allocated pensions / Treasury review documents released on 24 January
  • variations of contribution strategies
  • RBL compression and other useful strategies / RBL strategies
  • planning for efficient taxation of death benefits
  • use of binding death benefit nominations
  • use of offshore superannuation structures.

This was also presented on 3 December 2005 at the repeat 13th National Tax Intensive Retreat. It includes some minor updates made for presentation on 19 May 2006 at the North Queensland Convention, held in Townsville.

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Author Photo - Paul BANISTER
Paul BANISTER
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This was presented at 2006 North Queensland Convention: Beware - crocodiles .

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What if the top marginal tax rate drops to 30%?

Author(s):  Brian J RICHARDS

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