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Succession planning for SMSF income streams – optimising the outcomes paper

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Published on 23 Mar 22 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Managing multiple income streams on death – which should be commuted and which retained?
  • Planning for the taxable and tax-free components
  • Reversionary pension planning and interface with the transfer balance cap regime
  • Specialised superannuation power of attorney arrangements and
  • Tailoring income streams to achieve tax and commercially effective outcomes.

Author profile

Daniel Marateo
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