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.
Mark Wilkinson CTA, is a licenced financial planner and Chartered Accountant that provides technical support and training to advisers who administer and advise self-managed superannuation funds, as well as providing strategic superannuation and retirement advice directly to clients. Many of these advisers and clients 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
07 December 2018