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Market linked pensions presentation

Published on 28 Feb 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • recent changes including the new 100 year terms and the impact of reserves
  • non-commutable market linked pensions - the tips and traps
  • RBL issues - accessing pension RBL
  • reversionary pension beneficiaries
  • choosing the most appropriate term
  • documentation and trust deed issues
  • combining market linked and allocated pensions
  • social security planning issues.

Author profile:

David FOULDS
David is Director - Superannuation Division with Pitcher Partners.
Current at 19 December 2005 Current at 30 August 2012 Click here to expand/collapse more articles by David FOULDS.
 

 

This was presented at Pensions & Retirement Planning .

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Individual sessions

Estate planning and pensions - start with the end in mind!

Author(s):  Daniel BUTLER

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