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Retirement alternatives - the fundamentals presentation

Published on 12 Aug 03 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation explores the retirement alternatives available, including lump sum payments, allocated pensions and complying pensions, and provides a detailed understanding of the fundamental issues associated with their tax treatment, including:
- reasonable benefit limit issues
- eligible service periods (including pre 1983)
- taxation of ETP's
- taxation of pensions
- rebate calculations
- reversionary pensions
- commuting pensions
- internal roll-overs (the new legislative changes)
- lump sum withdrawals and recontributions prior to commencing pensions.

Author profile:

David FOULDS
David is Director - Superannuation Division with Pitcher Partners.
Current at 19 December 2005
Click here to expand/collapse more articles by David FOULDS.
 

This was presented at Superannuation Pensions: Current Options .

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Individual sessions

Retirement alternatives - the fundamentals

Author(s):  David FOULDS

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Estate Planning & Pensions

Author(s):  Daniel BUTLER

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