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Helping Clients RIP Following the Superannuation Reform paper
Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- case study scenarios
- definitions
- the impact of the transfer balance cap on cashing out death benefits
- understanding reversionary and non-reversionary pensions
- the transfer balance cap for child pensions
- binding death benefit nominations.
Author profile
Thalia Dardamanis CTA
Thalia is a Special Counsel at Bernie O’Sullivan Lawyers. She has been practising in superannuation law and estate planning for approximately 10 years. Thalia is a regular presenter on superannuation and wealth succession topics and has published extensively in these areas. For several years now she has been lecturing the superannuation module of the advanced Chartered Tax Adviser (CTA) program for The Tax Institute. She is currently a member of The Tax Institute’s National Superannuation Technical Committee and is completing her Master of Laws at the University of Melbourne. - Current at 30 June 2015
This was presented at 2017 National Superannuation Conference .
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Individual sessions
ATO presentation: superannuation funds
Author(s): James O'HALLORANMaterials from this session:
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Transfer Balance Cap
Author(s): Jemma SANDERSONMaterials from this session:
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2016 Budget Measures – CGT and member taxes issues
Author(s): Brad Ivens, David MILLARMaterials from this session:
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Fixed Trust Issues for SMSFs
Author(s): Daniel SMEDLEY, Philip BRODERICKMaterials from this session:
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Indirect Tax Issues for Large Superannuation Funds
Author(s): Louisa Hately, Steven PATERSONMaterials from this session:
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Fixing Errors in SMSFS – Retirement Phase
Author(s): Melanie DunnMaterials from this session:
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Fixing Errors in SMSFS – Accumulation Phase
Author(s): Shirley SCHAEFERMaterials from this session:
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Indirect taxes
Author(s): James GORDONMaterials from this session:
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Contributions
Author(s): Mark WILKINSONMaterials from this session:
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Large Superannuation Fund stream – Domestic income tax issues in investments
Author(s): Prashanthen Ranjit KUMARMaterials from this session:
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Helping Clients RIP Following the Superannuation Reform
Author(s): Thalia DardamanisMaterials from this session:
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Trends in court decisions affecting superannuation funds
Author(s): Michael MATHIESONMaterials from this session:
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International Investments
Author(s): Todd CHESLA, Jeff MILLER, Makoto TAKAHASHIMaterials from this session:
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Discussion with the ATO
Author(s): Kasey MacFarlaneMaterials from this session:
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Transitional CGT Relief for Pension Assets
Author(s): Graeme COLLEYMaterials from this session:
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Current developments / emerging issues
Author(s): Ken WooMaterials from this session:
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In-house tax function and operating model
Author(s): Meghan SPEERS, Daryn LOOMaterials from this session:
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International Tax Planning for SMSFs
Author(s): Denise HONEYMaterials from this session:
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Where to for Retirement Incomes and Product Design?
Author(s): Michael RiceMaterials from this session:
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