Skip to main content
shopping_cart

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:

Author Photo - Suzanne Mackenzie CTA
Suzanne Mackenzie CTA
Suzanne is Partner and Practice Leader at DMAW Lawyers 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 all South Australian large superannuation funds and her practice is involved in working with accountants, advisers and high net worth individuals involved in the self-managed superannuation industry, particularly in complex areas. Current at 01 January 2016 Click here to expand/collapse more articles by Suzanne MACKENZIE.
 

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


How is Tax to be Understood by the Courts

Author(s):  Justice D Graham HILL

Materials from this session:










TIA Website Presentation

Author(s): 

Materials from this session:

Further details about this event:

 

Copyright Statement