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  Miscellaneous 2003

Retirement alternatives - the fundamentals

Source: Victoria

Published Date: 12 Aug 2003

 
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.

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  • Published By: David Foulds
  • Published On:12 Aug 2003
  • Took place at:Leonda by the Yarra, Hawthorn

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