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SMSFs: fund administration – the tax issues paper

Published on 26 May 08 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

The popularity of using a SMSF to accumulate wealth for retirement is continuing. This paper considers the myriad of taxation issues that arise for these funds, both in the accumulation phase and the pension phase. Case studies are used to demonstrate the tax effects of various retirement fund issues. Topics include:

  • segregation of assets
  • tax exemption for pension liabilities; how do you attract / retain the exemption
  • superannuation interests
  • optimising tax free component of super lumps sums and income streams
  • tax treatment of death benefits / strategies
  • transition to retirement.

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
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