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Creating and Protecting Wealth Using Self Managed Pensions

Published on 09 Nov 2011 | Took place at RACV Club, Melbourne, VIC

The SMSF is one of the best forms of wealth accumulation and asset protection especially when you can draw a pension. However, the ATO has recently released a very controversial draft ruling, TR 2011/D3, which has given rise to a number of issues in respect of the pension exemption especially with regards to reversionary pensioners. This event was presented by Bryce Figot, ATIA, author of The Complete Guide to SMSFs and Planning for Loss of Capacity and Death.

Individual sessions

Creating and protecting wealth using self managed pensions

Author(s):  Bryce FIGOT

This paper covers:

  • planning for SMSFs and death - The first step
  • controversial pension ruling and reversionary pensions.
Materials from this session: