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  Superannuation 2013

Benefit payments

Source: New South Wales

Published Date: 12 Sep 2013

 

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The theory relating to benefit payments is well known as are some of the strategies on how to pay benefits in the most tax-effective manner. This paper explores the less common, possibly forgotten strategies that surround the laws on benefit payments by:

  • recapping on the taxation arrangements on lifetime and death benefits
  • discussing the implications of electing for a payment not to be treated as anincome stream
  • exploring the benefit of rolling back a pension now and commencing a new onelater
  • planning for income and salary sacrificing to maximise benefits
  • considering the opportunities with estate planning.
Author(s)

Individual Session

Benefit payments

Author(s): Rob Jeremiah CTA , Philip Broderick CTA
Materials from this session:

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Details

  • Published By: Philip Broderick CTA
  • Published On:12 Sep 2013
  • Took place at:Sheraton on the Park, Sydney

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