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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
Photo of author, Craig DAY Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 19 years’ experience in the financial services industry. In his role Craig is responsible for providing specialist technical support to the Commonwealth Bank of Australia’s investment, superannuation and advice businesses and to act as a media spokesman for Colonial First State on superannuation and retirement planning issues. Craig regularly presents at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education. Craig holds a Bachelor of Science, is studying for his Masters of Taxation and is an SMSF Association Specialist Adviser. - Current at 08 December 2017
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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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