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Retirement

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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 13 May 97 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered include:
- New rules for ETPs, surcharge, contribution deduction limits
- Types of benefits - lump sums, pensions and mix of both
- Taxation of lump sums, pensions, allocated pensions and annuities
- Surcharge collection and other issues
- Surcharge remuneration planning

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Antoinette ELIAS
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This was presented at Planning for the Big Four .

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Retirement

Author(s):  Antoinette ELIAS

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Author(s):  Kevin J MUNRO

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