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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
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This was presented at NSW 6th Annual Tax Forum.
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What's happening in the not-for-profit sector?
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Author(s): Simon JENNER, Steven GUOMaterials from this session:
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Author(s): Greg TRAVERS, Todd WantMaterials from this session:
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Limited Recourse Borrowing Arrangements by SMSFs - In practice
Author(s): Lisa ODDOMaterials from this session:
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Division 7A
Author(s): Andrew NOOLANMaterials from this session:
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Author(s): Adrian ABBOTTMaterials from this session:
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Use of testamentary trusts in estate planning
Author(s): Dung LamMaterials from this session:
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Should you offer estate planning to your client?
Author(s): Bernie O'SULLIVANMaterials from this session:
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Superannuation contributions: Getting money into the fund
Author(s): Jennie LYNNMaterials from this session:
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Superannuation benefits: Getting money out of the fund
Author(s): Mike MitchellMaterials from this session:
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Trust reforms
Author(s): Ken SCHURGOTTMaterials from this session:
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