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RBL planning

Published on 20 Jun 02 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses RBL planning, including: when does pension RBL and lump sum RBL apply, spouse contributions, undeducted contributions, complying pensions to attract pension RBL, forfeiture of benefits, commence more than one pension, ensure full rebatability of pension.

Author profile:

Peter CRUMP
Peter Crump FTIA is the CEO and an Executive Director of Portfolio Planning Solutions, and leads their SMSF practice. Peter's areas of practice include SMSF strategies, executive consulting, corporate consulting and actuarial issues.
Current at 26 May 2008 Current at 07 July 2008 Click here to expand/collapse more articles by Peter CRUMP.
 

 

This was presented at Self Managed Superannuation Funds Intensive Seminar .

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Individual sessions

Taxation of SMSF funds

Author(s):  Stephen HUNTER

Materials from this session:

RBL planning

Author(s):  Peter CRUMP

Materials from this session:


Superannuation update

Author(s):  Greg MAY

Materials from this session:

Further details about this event:

 

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