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Allocated pensions seminar paper

Published on 12 Aug 03 by VICTORIAN DIVISION, THE TAX INSTITUTE

Allocated pensions are the most popular form of drawing retirement income but they are not without their faults. This seminar paper looks at their advantages and disadvantages including cash flow requirements and succession planning considerations.

It also works through a series of examples illustrating practical issues and provides a checklist of issues to consider regarding allocated pensions.

Author profile:

Chris Ketsakidis CTA
Chris heads the Superannuation & Financial Services practice at Maurice Blackburn Commercial. His expertise is in the areas of superannuation, estate planning, tax structuring and trusts. He has practised for more than eighteen years in these key areas. Chris advises a range of participants in the superannuation and financial services industry, including accountants, financial advisers, superannuation fund trustees, SMEs and high net-worth clients. Current at 18 August 2010 Click here to expand/collapse more articles by Chris KETSAKIDIS.
 

This was presented at Superannuation Pensions: Current Options.

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