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Tax free pensions: The fine print presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 01 Jun 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation highlights current thinking in selected key areas of planning for those in the pension phase of retirement including:

  • transition to Retirement Pensions/Superannuation
  • minimum and maximum payments
  • effect of death on CGT
  • segregated asset approach v proportionate approach
  • tax free and taxable proportions/Reversionary pensions/Commutation/In specie payments.

Author profile

Allan McPherson
Photo of author, Allan MCPHERSON Allan is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. He comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice. Allan is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states. - Current at 07 September 2016
Click here to expand/collapse more articles by Allan MCPHERSON.

 

This was presented at 2012 Queensland Annual State Convention .

Get a 20% discount when you buy all the items from this event.

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Voluntary disclosure: Reasonably arguable position

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Part IVA - Grappling with the problem of 'purpose'

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From audit to litigation: Get in front

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A fresh look at year-end issues

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Interest or deduction?

Author(s):  Steven GRANT

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Tax free pensions: The fine print

Author(s):  Lyn FORMICA

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Judgement Day

Author(s):  Ross BURNS

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Dealing with Division 7A disasters

Author(s):  Paul SOKOLOWSKI,  Kaitilin LOWDON

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Further details about this event:

 

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