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Pensions and Retirement Planning: Allocated Pensions

Published on 26 Feb 2002 | Took place at Leonda by the Yarra, Hawthorn, VIC

This is the second session in a series of seminars on pensions and retirement planning, focussing on allocated pensions.

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

Individual sessions

Allocated pensions

Author(s):  John SUDANO This seminar paper discusses allocated pensions, with a focus on: what is an allocated pension, prior planning required, trusts deeds and documentation for allocated pensions.

Materials from this session:

Pensions and retirement planning

Author(s):  Noelle KELLEHER This powerpoint presentation discusses allocated pensions, with a focus on: RBL issues, recontributions, roll-backs, commutation, excess and non-excess benefits, treatment of the allocated pension fund.

Materials from this session: