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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
John is a Senior Associate with Maurice Blackburn Cashman Commercial, Lawyers. He has had extensive experience in advising clients on superannuation, taxation, financial services disclosure, estate planning and trust related matters. John has written a number of articles for the Taxation in Australia Journal, CCH Super News and has presented a number of seminars covering the areas of superannuation, estate planning, and taxation law. John, together with Chris Ketsakidis, are the contributing authors of the superannuation chapters of the Australian Tax Handbook. Current at 24 January 2007 Click here to expand/collapse more articles by John SUDANO.
 
Individual sessions

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