Till death us do part

Article Abstract:

A brief description on the working of a reversionary pension that automatically transfers on the death of a pensioner to an approved beneficiary, with all the same tax and income flow characteristics is presented. It is observed that making a pension reversionary can have a significant upside in DIY super funds.

Author: Wasiliev, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
Legal issues & crime, Government regulation (cont), Government regulation, Legal/Government Regulation, Laws, regulations and rules

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Super and your business

Article Abstract:

Small business owners, self-employed persons and Australian tax laws regarding contributions to pension funds are discussed. Superannuation rules for personal tax-deductible contributions to "Do-It-Yourself" funds are explained. After-tax contributions are also discussed.

Author: Wasiliev, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2001
Pension Fund Qualification (Tax), Statistical Data Included, Planning, Finance, Personal finance, Column, Retirement planning, Self-employed persons, Self employed persons, Qualified benefit plans, Keogh plans

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Contribute to the max

Article Abstract:

The implications of elimination of surcharge on superannuation are discussed. It is advisable to contribute more to do-it-yourself superannuation funds after this provision in the budget as it does away with the tax penalty on surplus contributions.

Author: Wasiliev, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
Government expenditures, Management dynamics, Methods, Management, Economic policy, Budget, Tax policy, Company business management, Federal budget

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Subjects list: Australia, Taxation, Pension funds, Analysis
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