Published on 20 Jun 02
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This powerpoint presentation discusses the taxation of SMSF funds, including: lump sums, pensions, and 'in specie' payments.
Stephen is Manager - Superannuation with Merit Partners. He is a Fellow of the Institute of Chartered Accountants and has been in the profession for almost 18 years. He specialises in retirement planning, superannuation law and financial planning. He has been a frequent presenter for the NIA, ICAA, CPA and the Taxation Institute on superannuation and retirement planning issues.
- Current at
30 May 2007