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Allocated and other pensions seminar paper

Published on 20 Jul 04 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper contains:
- a case study on how to pay an allocated pension out of a SMSF
- complete coverage of everything you need to know as an adviser to pay an allocated pension.

Author profile

Mark Wilkinson CTA
Mark is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
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This was presented at 4th Annual Superannuation Seminar - SMSF Focus .

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

Individual sessions

Superannuation Update

Author(s):  Bryan ASHENDEN

Materials from this session:






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