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Pension workshop paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes 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.

Published on 14 Jun 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the forgotten and common mistakes
  • $1.6 million transfer balance cap
  • transition to retirement changes
  • taxing pensions as lump sums
  • what can we do in the interim?

Author profile

Katie Timms
Katie is a director at RSM Australia, and the National Director of SMSF services for the firm. She has significant experience in all SMSF matters, including technical support, estate planning and succession. Katie is a regular presenter for The Tax Institute, TVEd, Legalwise and other bodies. She is passionate about trustee and professional education. - Current at 01 March 2021
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This was presented at 2016 Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

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Strategies for SMSF property transactions

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Successful SMSF succession

Author(s):  Jemma SANDERSON

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Pension workshop

Author(s):  Katie Timms

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Further details about this event:

 

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