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The pension asset tax exemption – Segregation & actuarial requirements paper

Published on 14 May 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • calculation of exempt pension income
  • pension asset segregation options
  • benefits & disadvantages
  • segregation strategies
  • proportioning rules for SMSFs
  • what is a superannuation interest
  • strategies to get the best tax result.

Author profile

Craig Day
Craig Day is the Head of Technical Services for Colonial First State and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 06 January 2021
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This was presented at Superannuation Intensive .

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Individual sessions

Auditing and compliance issues

Author(s):  Belinda AISBETT

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Estate planning through superannuation

Author(s):  Craig DANGAR

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