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Superannuation benefits: Getting money out of the fund paper

Published on 16 May 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

While building up superannuation is important to provide for a comfortable living in retirement, just as important is how you take your superannuation benefits. Understanding the options available and how best to structure payments can save money and any pain that may arise in getting it wrong.

This paper covers:

  • lump sum or pension or combination
  • taxation of superannuation benefits
  • are reversionary pensions still useful?
  • binding death benefit nominations
  • timing of benefits
  • latest strategies and traps to snare the unwary
  • anti-detriment
  • ATO view on pensions, TR 2011/D3.

Author profile

Mike Mitchell
Mike has been a senior consultant in the technical team at MLC Advice Solutions for over nine years. His role is to assist financial planners in the areas of superannuation, taxation, estate planning, social security and investments. He has over 34 years experience in the financial planning and funds management industries. Over this period he has headed up several technical teams and also developed several superannuation products, including the first allocated pension. - Current at 18 February 2013
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This was presented at NSW 6th Annual Tax Forum .

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