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Pensions and Retirement Planning: Prior Planning & Fundamentals for Pensions Strategies

Published on 12 Feb 2002 | Took place at Leonda by the Yarra, Hawthorn , VIC

The purpose of this seminar is to concentrate on planning for retirement and in particular highlight the strategies associated with accessing retirement benefits in pension form.

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Individual sessions

Prior planning and strategies for pensions

Author(s):  Patrick J MCSWEENEY This seminar paper is the second part of an overview of planning, strategy and documentation necessary, advisable or helpful in preparing a regulated superannuation fund ('fund') for the payment of an effective and efficient pension to a member and in maximising the benefit of superannuation pensions to be paid by a fund upon retirement as well as a consideration of the estate planning benefits that may arise out of the planning and strategies adopted.

Materials from this session:

Retirement planning

Author(s):  Tony GROSSO The purpose of this seminar paper is to concentrate on planning for retirement and in particular highlight the strategies associated with accessing retirement benefits in pension form.

Materials from this session: