Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Superannuation 2013

Benefit payments

Source: New South Wales

Published Date: 29 Aug 2013

 

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 presentation 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.

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

Author(s)

Individual Session

Benefit payments

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

Download

Details

  • Published By: Rob Jeremiah CTA
  • Published On:29 Aug 2013
  • Took place at:Sheraton on the Park, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Superannuation 2013

Share this page