Your shopping cart is empty
Superannuation benefits: Getting money out of the fund presentation
Published on 16 May 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
While building up superannuation is important to provide for a comfortable living in retirement, just as important is how you take your superannuation benefits. Understanding the options available and how best to structure payments can save money and any pain that may arise in getting it wrong.
This presentation covers:
- lump sum or pension or combination
- taxation of superannuation benefits
- are reversionary pensions still useful?
- binding death benefit nominations
- timing of benefits
- latest strategies and traps to snare the unwary
- anti-detriment
- ATO view on pensions, TR 2011/D3.
Author profile
Mike Mitchell
Mike has been a senior consultant in the technical team at MLC Advice Solutions for over nine years. His role is to assist financial planners in the areas of superannuation, taxation, estate planning, social security and investments. He has over 34 years experience in the financial planning and funds management industries. Over this period he has headed up several technical teams and also developed several superannuation products, including the first allocated pension. - Current at 18 February 2013
This was presented at NSW 6th Annual Tax Forum .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Dividends, franking and section 245T
Author(s): James PETTIGREWMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
An update on the consolidation regime
Author(s): Andrew Hirst, Daniel SYDESMaterials from this session:
-
insert_drive_file
- insert_chart
- insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $144.00
TOFA - Business as usual?
Author(s): Julian CHENGMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
The evolving compliance obligation
Author(s): Judy MORRIS, David DRUMMONDMaterials from this session:
-
insert_chart
Employee share plans
Author(s): Rob BASKERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
An update on GST
Author(s): Alison MARSHALL, Jacqui HARDWICKMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Increased tax risks for directors
Author(s): Bradley TONKSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
It's special, super special - Non-arm's length income
Author(s): Jennifer YEOMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
What's so special about those circumstances? The Commissioner's discretion to disregard or reallocate excess super contributions
Author(s): Matthew McKEEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Employer tax obligations - Staying a step ahead
Author(s): Andrew HUTTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Alternative dispute resolution
Author(s): Deborah HASTINGS, Gina LAZANAS, Judy SULLIVANMaterials from this session:
-
insert_chart
Superannuation
Author(s): Mark PAYNEMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- shopping_cart Add all items to cart - $168.80
The new Part IVA
Author(s): Cory HILLIER, Justin CHERRINGTONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Franking dividends - Some tips and traps
Author(s): Brent MURPHYMaterials from this session:
-
insert_drive_file
Financial services reforms and regulations
Author(s): Nidal DANOUNMaterials from this session:
-
insert_chart
What's happening in the not-for-profit sector?
Author(s): Darren FITTLERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Residence of individuals
Author(s): Sanjay WAVDEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
The promoter penalties regime
Author(s): Aislinn WALWYN, George MONTANEZMaterials from this session:
-
insert_drive_file
- insert_chart
Garnishees and freezing orders
Author(s): Rashelle Seiden, Tim RUSSELLMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Divorce and taxes
Author(s): Kelvin FITZALANMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Securitisation vehicles and limited recourse debt amendments
Author(s): Mark HADASSIN, Greig HUBBARDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
An update on capital management issues including debt/equity: recent developments
Author(s): Simon JENNER, Steven GUOMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Transfer pricing legislation reform - Tranche 2: What does it mean for tax payers?
Author(s): Paul BALKUS, Jesper SOLGAARDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
The R&D tax incentive
Author(s): Ian Ross-Gowan, Kris GALEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Trusts...What can you do and what you need to do before June 30?
Author(s): Gordon S COOPERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Is your business CGT concession ready?
Author(s): Greg TRAVERS, Todd WantMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Limited Recourse Borrowing Arrangements by SMSFs - In practice
Author(s): Lisa ODDOMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Division 7A
Author(s): Andrew NoolanMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Review of tax agent services regime with a focus on reasonable care
Author(s): Adrian ABBOTTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Use of testamentary trusts in estate planning
Author(s): Dung LamMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Should you offer estate planning to your client?
Author(s): Bernie O'SULLIVANMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Superannuation contributions: Getting money into the fund
Author(s): Jennie LYNNMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Superannuation benefits: Getting money out of the fund
Author(s): Mike MitchellMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Trust reforms
Author(s): Ken SCHURGOTTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement