BALDWINS • FoodLegal

Australian Lawyers and Consultants

Superannuation Self-Managed Pensions and Capital Gains

June 2000

New legislation has been introduced on two fronts with the purpose of reducing opportunities for tax minimisation through self-managed pension funds. Firstly, re-allocation of excessive benefits to other family members is to be made more difficult, and secondly, a capital gains tax event may be triggered on commencement of the pension although actual payment of the tax liability can still be deferred. Baldwins is able to supply documentation for any client wishing to create self-managed superannuation or pension arrangements.

For further information, contact Joe Lederman at BALDWINS, Australian Lawyers & Consultants.

Return to the Superannuation Law Archive.