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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
Photo of author, Suzanne MACKENZIE Suzanne is a Barrister specialising in financial services, superannuation, trusts and equity, taxation and general corporate and commercial work. - Current at 23 September 2019
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This was presented at 36TH SOUTH AUSTRALIAN CONVENTION - "WEATHERING THE REFORM STORM" .

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