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RBL planning

Member Price: $57.00
Non Member Price: $75.00

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Published on 20 Jun 02 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses RBL planning, including: when does pension RBL and lump sum RBL apply, spouse contributions, undeducted contributions, complying pensions to attract pension RBL, forfeiture of benefits, commence more than one pension, ensure full rebatability of pension.

Author profile

Peter Crump CTA
Peter is a Senior Consultant at BDO Adelaide, currently waiting for licencing to complete. Peter has specialised in the provision of advice on superannuation issues, especially with SMSFs, and brings a blend of experience as an actuary, financial adviser and consultant, with 35 years industry experience. He provides strategic advice to SMSFs, which is part of the overall lifestyle financial planning for their members. Peter also provides expert advice to Family Lawyers on superannuation related issues. Peter is a previous Chairman and board member of the SMSF Association. - Current at 10 February 2021
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This was presented at Self Managed Superannuation Funds Intensive Seminar .

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Individual sessions

Funding of SMSFs

Author(s):  Suzanne MACKENZIE

Materials from this session:

Taxation of SMSF funds

Author(s):  Stephen HUNTER

Materials from this session:

RBL planning

Author(s):  Peter CRUMP

Materials from this session:

Taxation of SMSF funds

Author(s):  Stephen HEATH

Materials from this session:

Superannuation update

Author(s):  Greg MAY

Materials from this session:

Further details about this event:

 

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