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Notes Online Home 2017 Super Schools Day 2 Pension planning strategies
Traps and tips associated with paying death benefit pensions under the NEW pension rules
In this area of the notes, we show you the traps and tips associated with paying death benefit pensions under the NEW pension rules:
- Advanced planning strategies with SMSFs paying pre-1 July 2017 death benefit pensions
- NEW rules provide massive tax windfall for SMSFs paying reversionary pensions
- NEW rules create tax nightmare for SMSFs paying non-reversionary death benefit pensions
- Case study shows savings of over $10,000 by paying a reversionary death benefit pension!
- Tax jolt with leaving death beneifts in an SMSF to support a death benefit pension
- Matrix examines all crucial issues to consider with reversionary and non-reversionary pensions