Your shopping cart is empty
Pension and Estate Strategies
Published on 03 May 01 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Little thought is generally given to structuring retirement incomes and succession planning. This seminar paper 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
Author profile
Suzanne Mackenzie CTA

This was presented at 36TH SOUTH AUSTRALIAN CONVENTION - "WEATHERING THE REFORM STORM" .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Legislative Changes and the Impact on Financial Planning
Author(s): Kym HARRISMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Winding Up Business Structures
Author(s): Kristian MOLIERE, Andrew SINCLAIRMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
How is Tax to be Understood by the Courts
Author(s): Justice D Graham HILLMaterials from this session:
-
insert_drive_file
Pension and Estate Strategies
Author(s): Suzanne MACKENZIEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Plantation Eucalypts and Tax Effective Investments
Author(s): Neville HILLMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Simplified Tax System
Author(s): Ian SNOOKMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
What do you do now and what do you do later?
Author(s): Brenton ELLERYMaterials from this session:
-
insert_drive_file
- insert_drive_file
- shopping_cart Add all items to cart - $120.00
CGT Small Business Concessions / Discount
Author(s): Chris EVANSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Protecting the Client's Position
Author(s): AH (Tony) SLATERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
R & D for Small and Medium Businesses
Author(s): Terry LEWISMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Capital Allowances
Author(s): Wayne MANNAMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Social Security Update
Author(s): Mark MOFFATTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
TIA Website Presentation
Author(s):Materials from this session:
-
insert_drive_file
Further details about this event:
Copyright Statement