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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 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 29 May 2017
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This was presented at 36TH SOUTH AUSTRALIAN CONVENTION - "WEATHERING THE REFORM STORM" .

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Individual sessions


How is Tax to be Understood by the Courts

Author(s):  Justice D Graham HILL

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TIA Website Presentation

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