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  Miscellaneous 2001

Pension and Estate Strategies

Source: South Australia

Published Date: 3 May 2001

 
Little thought is generally given to structuring retirement incomes and succession planning. This powerpoint presentation will look at the following issues:
- Allocated v complying pensions or SMSFs
- How to comence a pension (including checklist)
- Pension issues in estate planning
- Unusual death benefit issues

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Author(s)

Individual Session

Pension and Estate Strategies

Author(s): Suzanne Mackenzie
Materials from this session:

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Details

  • Published By: Suzanne Mackenzie
  • Published On:3 May 2001
  • Took place at:Paradise Wirrina Cove Resort, South Australia

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Miscellaneous 2001

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