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Superannuation income streams paper

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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 18 Sep 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • transitional issues for pre 1 July 2007 pensions
  • new pensions/income streams
  • taxable / tax free components of income streams
  • tax issues and pension accumulation
  • transition to retirement
  • how liquid do the investments need to be
  • asset segregation
  • reversionary pensions and death.

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 Superannuation Intensive .

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