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.
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
20 April 2015