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Superannuation pensions: What’s new, & what can we do presentation?

Published on 18 Feb 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

 This presentation covers:

  • super pensions in general
    • re-contributions & anti-detriment payments
    • capital gains tax issues
  • Transition to Retirement (TTR) pensions
    • preservation issues
    • taxation issues
    • break-even analysis.

Author profile:

David BARRETT
David Barrett FTIA, Division Director Macquarie Group Limited, originally joined the bank in 1997. With tertiary qualifications in law, accounting, mathematics and finance, his role with Macquarie Adviser Services’ Technical Team (MAStech) involves technical analysis of superannuation and related taxation law to provide strategy and product development opportunities. He regularly presents on superannuation, taxation and estate planning related topics for Macquarie and externally for industry bodies.
Current at 18 February 2009 Current at 24 February 2009 Click here to expand/collapse more articles by David BARRETT.
 

 

This was presented at Superannuation Pensions - What's New & What Can We Do In These Tough Times? .

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Individual sessions

Superannuation pensions: What’s new, & what can we do?

Author(s):  David BARRETT

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Superannuation pensions

Author(s):  Vesna PAVLOVIC

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