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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 has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. Current at 02 June 2015 Click here to expand/collapse more articles by Mark WILKINSON.
 

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

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