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  Superannuation 2022

Succession planning for SMSF income streams - optimising the outcomes

Source: South Australia

Published Date: 23 Mar 2022

 

This presentation 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 and
  • Tailoring income streams to achieve tax and commercially effective outcomes.

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Author(s)

Individual Session

Succession planning for SMSF income streams - optimising the outcomes

Author(s): Daniel Marateo
Materials from this session:

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Details

  • Published By: Daniel Marateo
  • Published On:23 Mar 2022
  • Took place at:Adelaide Oval

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