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.
Current at 22 February 2011
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