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Pension and Estate Strategies

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced 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.

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 founding Partner and Practice Leader at DMAW Lawyers in South Australia and has particular expertise in the financial services and superannuation industry, having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to many large APRA-regulated and public sector superannuation funds and her practice is also involved in working with accountants, advisers and high net worth individuals in the area of self-managed superannuation funds, particularly in complex areas. - Current at 04 January 2018
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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 HARRIS

Materials from this session:

Winding Up Business Structures

Author(s):  Kristian MOLIERE,  Andrew SINCLAIR

Materials from this session:

How is Tax to be Understood by the Courts

Author(s):  Justice D Graham HILL

Materials from this session:

Pension and Estate Strategies

Author(s):  Suzanne MACKENZIE

Materials from this session:

Plantation Eucalypts and Tax Effective Investments

Author(s):  Neville HILL

Materials from this session:

Simplified Tax System

Author(s):  Ian SNOOK

Materials from this session:

What do you do now and what do you do later?

Author(s):  Brenton ELLERY

Materials from this session:

CGT Small Business Concessions / Discount

Author(s):  Chris EVANS

Materials from this session:

Protecting the Client's Position

Author(s):  AH (Tony) SLATER

Materials from this session:

R & D for Small and Medium Businesses

Author(s):  Terry LEWIS

Materials from this session:

Capital Allowances

Author(s):  Wayne MANNA

Materials from this session:

Social Security Update

Author(s):  Mark MOFFATT

Materials from this session:

TIA Website Presentation

Author(s): 

Materials from this session:

Further details about this event:

 

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