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Succession planning for SMSF income streams – optimising the outcomes video
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Member Price: $99.00
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Publication date: 23 Mar 22 | Source: SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Abstract:
This video 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
- Tailoring income streams to achieve tax and commercially effective outcomes.
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Succession planning for SMSF income streams – optimising the outcomes
Author(s):
Daniel Marateo
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This was presented at SA Tax Forum .
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