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Pension workshop paper

Published on 14 Jun 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the forgotten and common mistakes
  • $1.6 million transfer balance cap
  • transition to retirement changes
  • taxing pensions as lump sums
  • what can we do in the interim?

Author profile

Katie Timms
Katie is a director at RSM Australia, and the National Director of SMSF services for the firm. She has significant experience in all SMSF matters, including technical support, estate planning and succession. Katie is a regular presenter for The Tax Institute, TVEd, Legalwise and other bodies. She is passionate about trustee and professional education. - Current at 01 March 2021
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This was presented at 2016 Superannuation Intensive .

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