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SMSF pensions: Tax and succession planning paper

Published on 26 Sep 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • pension commencement and cessation
  • tax exemption in the fund
  • prohibition against adding to capital
  • death benefit planning
  • lump sum tax.

Author profile:

Author Photo - Peter SLEGERS
Peter SLEGERS
Current at 03 November 2016 Click here to expand/collapse more articles by Peter SLEGERS.
 

 

This was presented at Pt Lincoln Seminar .

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Structuring and restructuring overview

Author(s):  Sarah McEachern

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