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SMSF pensions: Tax and succession planning paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter heads Cowell Clarke's tax and revenue practice group. He advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter is a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd in addition to being a member of the Tax Institute’s South Australian State Council. - Current at 08 October 2019
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This was presented at Pt Lincoln Seminar .

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Individual sessions

Trust streaming and distribution issues

Author(s):  Peter SLEGERS

Materials from this session:

SMSF pensions: Tax and succession planning

Author(s):  Peter SLEGERS

Materials from this session:

Structuring and restructuring overview

Author(s):  Sarah McEachern

Materials from this session:

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