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RBL Planning

Published on 25 Sep 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this powerpoint presentation include
: - Dealing with the RBL barrier
- When does pension RBL and lump sum RBL apply?
- Spouse contributions
- Undeducted contributions
- Complying pensions to attract pension RBL
- Forfeiture of benefits
- Commence more than one pension
- Ensure full rebatability of pension

Author profile:

Peter HOGAN
Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.

Current at 25 September 2003

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This was presented at Superannuation intensive.

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Author(s):  Daniel BUTLER

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RBL Planning

Author(s):  Peter HOGAN

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