Published on 28 Nov 13
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper focuses on the following points in relation to pensions:
- current pension options
- recent changes, announcements and ATO interpretations
- taxation issues during the pension lifecycle
- tips and traps
- strategies and issues
- case studies.
This paper complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool forsuccession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne.
- Current at
30 June 2015