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Pensions in Self Managed Superannuation Funds & Estate Planning convention paper

Published on 02 Apr 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This paper covers the main rules affecting benefit and estate planning issues for clients, including:
- the pension benefit - complying, allocated, flexi and other pensions, including commutation
- pre planning for pensions
- recent changes to pension rules
- binding nominations and family law risks.

Author profiles:

John SUDANO
Current at 23 June 2009 Click here to expand/collapse more articles by John SUDANO.
 
Author Photo - Daniel BUTLER
Daniel BUTLER
Current at 15 June 2011 Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at 18TH NATIONAL CONVENTION: FOUNDATIONS FOR THE FUTURE .

Get a 20% discount when you buy all the items from this event.

Individual sessions







Winding up a Company

Author(s):  Allan W BLAIKIE

Materials from this session:



Dissolving a Partnership

Author(s):  David W MARKS

Materials from this session:




Developments in the Taxation of Trusts and Beneficiaries

Author(s):  Terry MURPHY

Materials from this session:





SMEs Going Offshore - Chart Your Course

Author(s):  Ross SELLER

Materials from this session:

Further details about this event:

 

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