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Succession planning for SMSF income streams – optimising the outcomes video


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Member Price: $99.00
Non Member Price: $121.00

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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Daniel Marateo
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This was presented at SA Tax Forum .

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