- Presentations, Technical Resource
- Accessing your super
Technical Summit 2023
Australian’s love superannuation due to the tax concessional treatment, and that is more so when they then have the opportunity to access their benefits for retirement, one of the core purposes of superannuation. The benefits paid from superannuation on retirement are Pensions and Lump-Sums or a combination, including the same on Death / Disability.
In this workshop, with worked case studies, Jemma covers the different types of benefit payments, including the SIS and tax implications, Transfer Balance Cap considerations, dealing with benefits on death, and the implications of the new $3 million tax.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association