Published on 28 Nov 13
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation focuses on the following points in relation to pensions:
- current pension options
- recent changes, announcements and ATO interpretations
- taxation issues during the pension lifecycle
- tips and traps
- strategies and issues
- case studies.
This presentation complements part 1 of the series, presented at the October Breakfast Club 2013 by Murray Wyatt. Murray’s session focused on how superannuation can be used as a tool for succession planning and incapacity. Together the two part series will be an excellent resource for those interested in superannuation succession and pensions.