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Notes Online Home 2018 Super Schools Day 2 Pension planning strategies
Using the pension planning strategy for life insurance under the TBA rues
In this area of the notes, we show you how to use the pension planning strategy for life insurance under the TBA rules:
- Applying the $1.6 million TBC to an automatically reversionary death benefit pension
- Applying the $1.6m TBC to a non-reversionary death benefit pension
- Taxpayer saves over $300,000 by combining life insurance with a reversionary pension
- Summary of the allocation rules and TBA rules for life insurance proceeds paid to an SMSF
- NTAA matrix examines the advantages and disadvantages of using reversionary pensions