Skip to main content
shopping_cart

Your shopping cart is empty

The new lump sum rules and strategies presentation

Published on 28 Feb 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what has changed?
  • taxation of lump sum benefits
  • what happens before and after 60?
  • the new pro-rating rules and its impact on withdrawal and re-contributions
  • the crystallisation of the pre-July 1983 component.

Author profile:

John SUDANO

Click here to expand/collapse more articles by John SUDANO.
 
Individual sessions

Further details about this event:

 

Copyright Statement