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Transitional CGT Relief for Pension Assets paper

Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • why is there CGT relief?
  • what pensions are covered by this relief?
  • what is the process?
  • unsegregated funds
  • segregated funds
  • what factors impact assets selected for CGT relief?

Author profile

Graeme Colley
Photo of author, Graeme COLLEY Graeme is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government. Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ. He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the ATAX Masters course at UNSW and the Master of Commerce (Financial Planning) course at UWS. - Current at 26 June 2019
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This was presented at 2017 National Superannuation Conference .

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Individual sessions

ATO presentation: superannuation funds

Author(s):  James O'HALLORAN

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Indirect taxes

Author(s):  James GORDON

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Contributions

Author(s):  Mark WILKINSON

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Discussion with the ATO

Author(s):  Kasey MacFarlane

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International Tax Planning for SMSFs

Author(s):  Denise HONEY

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Where to for Retirement Incomes and Product Design?

Author(s):  Michael Rice

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