maintenance

Become a Member
Resources
Insights
Events
Education
Membership
About us
Contact us
  Estate planning Succession

Creating and protecting wealth using self managed pension

Source: Victoria

Published Date: 9 Nov 2011

 

This presentation covers:

  • when does the pension exemption actually commence and when does it stop?
  • what is required to automatically revert a pension to a reversionary beneficiary?
  • is it better to make a binding death benefit nomination rather than a reversionary beneficiary nomination?
  • linking a person's pension planning with their estate planning especially when they have an SMSF
  • what is the different asset protection qualities of a lump sum versus a pension?
  • practical impact of TR 2011/D3 for advisers and strategies they should be on top of.

Sorry, this content is for members only.

To get access to this and 25,000 other premium articles, books, videos and webinars sign up toour members program.

Already a Member? Login Now

Subscribe Now

Already a Member? Login Now

Author(s)

Individual Session

Creating and protecting wealth using self managed pensions

Author(s): Bryce Figot
Materials from this session:

Download

Details

  • Published By: Bryce Figot
  • Published On:9 Nov 2011
  • Took place at:RACV Club, Melbourne

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.

Tags

Estate planning Succession Trusts 2011

Share this page