Tax with Max: Transition to retirement pensions

Tax benefits on TTR pensions, company tax and property, Australian residency and tax, death benefit nominations, and more.

Summary: The main benefit from a super fund paying a pension is that no tax is paid on the income generated to fund the pension. This effectively means that the income return for the fund paying a pension is 15% higher.

Key take-out: Pensions received by someone under 60 are taxed at their applicable marginal tax rate, but they receive a 15% tax offset that effectively decreases the tax payable.


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