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Published on 19 Oct 07
by TASMANIAN DIVISION, THE TAX INSTITUTE
The new super rules require us to rethink all strategies to provide value added advice for our clients. This presentation examines some of the key areas that practitioners need to be on top of to plan tax effectively for their client’s super needs.
Planning benefit payments under the new super rules:
what is a super interest?
how pensions and lump sums are treated?
strategies to enhance outcomes
crystallisation: the ‘must know’ issues:
pre-30 June 2007 pensions
pre-30 June 1994 pensions
maximizing the pre 1983 component
claiming super deductions:
recent ATO publications.
Bryce is a lawyer with DBA Butler Pty Ltd. Lawyers Current at 11 March 2009
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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