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Retirement alternatives - the fundamentals presentation

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Non Member Price: $15.00

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Published on 12 Aug 03 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation explores the retirement alternatives available, including lump sum payments, allocated pensions and complying pensions, and provides a detailed understanding of the fundamental issues associated with their tax treatment, including:
- reasonable benefit limit issues
- eligible service periods (including pre 1983)
- taxation of ETP's
- taxation of pensions
- rebate calculations
- reversionary pensions
- commuting pensions
- internal roll-overs (the new legislative changes)
- lump sum withdrawals and recontributions prior to commencing pensions.

Author profile

David FOULDS
David is Director - Superannuation Division with Pitcher Partners.
Current at 19 December 2005
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This was presented at Superannuation Pensions: Current Options .

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Individual sessions

Retirement alternatives - the fundamentals

Author(s):  David FOULDS

Materials from this session:

Allocated pensions

Author(s):  Chris KETSAKIDIS

Materials from this session:

Complying pensions

Author(s):  de Lancey WORTHINGTON

Materials from this session:

Estate Planning & Pensions

Author(s):  Daniel BUTLER

Materials from this session:

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