Sentences with phrase «trustee of your superannuation»
A trustee of a superannuation fund, an RSA provider, a trustee of an approved deposit fund or a life insurance company.
https://www.ato.gov.au/
If you are claiming the money as the Trustee of a superannuation fund or trust fund, download the How to claim money form for representatives.
You must contact the trustee of your superannuation fund before you go to the SCT.
If you are seeking an order that imposes an obligation on the Trustee of the superannuation plan you must satisfy the court that the Trustee has been accorded procedural fairness in relation to the making of the order.
Not exact matches
They are the only members of their SMSF, which is a complying superannuation fund with a corporate trustee.
In this case, the trustee of the pooled superannuation trust may choose option one for any deemed capital gains arising because CGT relief is chosen.
The trustee of a complying superannuation fund or pooled superannuation trust must choose for CGT relief to apply for a CGT asset in the approved form.
This Ruling provides guidance on the transitional CGT relief [A1] available for trustees of complying superannuation funds and pooled superannuation trusts because of the transfer balance cap and transition - to - retirement reforms commencing on 1 July 2017 (the CGT relief provisions).
A trustee of a pooled superannuation trust with a relevant exempt proportion for the 2016 - 17 income year (refer to paragraph 68B of this Ruling) of 100 % should choose option one, and not option two, for any deemed capital gains under the CGT relief provisions (refer to paragraph 86A of this Ruling).
If you are a trustee of a self - managed superannuation fund (SMSF) or a small APRA fund, your members» total superannuation balances will determine whether you can use the segregated assets method to calculate exempt current pension income (ECPI).
If you have found a record on our unclaimed money search in the name of a deregistered company acting as trustee for a trust or superannuation fund, there are a number of considerations as to who can make a claim.
A trustee of a pooled superannuation trust with a relevant exempt proportion for the 2016 - 17 income year (refer to paragraph 68B of this Guideline) of 100 % should choose option one, and not option two, for any deemed capital gains under the CGT relief provisions (refer to paragraph 86A of this Guideline).
This Guideline provides guidance on the transitional CGT relief [A1] available for trustees of complying superannuation funds and pooled superannuation trusts because of the transfer balance cap and transition - to - retirement reforms commencing on 1 July 2017 (the CGT relief provisions).
Given the low rate of tax paid by superannuation funds, their ability since 2000 to recoup excess franking credits, and the large difference in tax effect between working and pension members, one would assume that super trustees would be among the most tax aware of investment fiduciaries.
A superannuation death benefit is a payment you make to a person or to a trustee of a deceased estate after the member had died.
Once an account - based pension commences, there is an ongoing requirement for you, as trustee of a complying superannuation fund, to ensure the pension standards in the super laws are satisfied.
Don is the trustee of his own self - managed superannuation fund (SMSF).
Mr Hafoka (also known as Tane Hafoka, Jonathan Hafoka and Johnny Hafoka) is accused of aiding and abetting the trustee of the self - managed Kassongo Superannuation Fund (KSF), Mr Atan Kassongo, in dishonestly failing to ensure the fund was maintained in accordance with the sole purpose test.
The demerger of CSR in 2003, advising the trustee of the corporate superannuation fund in relation to the splitting of defined benefit funding liabilities between CSR and the newly demerged Rinker Group;
(a) the person has, in accordance with section 90MZB of the Family Law Act, made an application to the trustee of the eligible superannuation plan in which the superannuation interest is held for information about the interest; and
The proposed orders by consent must contain a provision that each party and the Trustee have liberty to apply in relation to the implementation of the orders affecting the superannuation interest.