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.
Peter is the Superannuation Strategist at ipac south australia and specialises in the provision of advice on superannuation issues, especially with SMSFs. Peter brings a blend of experience as an actuary, financial adviser and consultant, with 30 years industry experience. He provides strategic advice to SMSF, which is part of the overall lifestyle financial planning for their members. Peter also provides actuarial advice to accountants, solicitors and other financial advisers on issues relating to superannuation, both SMSF and corporate, as well as actuarial consulting to business. Peter is a director of the Self Managed Superannuation Fund Professionals Association of Australia (SPAA) and his formal qualifications include Fellow of the Institute of Actuaries of Australia, Fellow of The Tax Institute, SMSF Specialist Adviser and Diploma of Financial Services (Financial Planning).
- Current at
17 February 2012