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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 has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser.
Current at 14 May 2008 Current at 18 June 2008 Click here to expand/collapse more articles by Craig DAY.
 

 

This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Auditing and compliance issues

Author(s):  Belinda AISBETT

Materials from this session:




Estate planning through superannuation

Author(s):  Craig DANGAR

Materials from this session:

Further details about this event:

 

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