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Payment of Benefits

Published on 25 Sep 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in the seminar paper include:
- Lump Sums
- Pensions
- 'In Specie' payments
- Commutation of pension
- Death benefits and binding nominations
- Characteristics of allocated penson (with case study)
- Characteristics of complying pension (with case study)
- Segregation of assets
- Solvency Reserves

Author profile:

Winsome Howson
Winsome is Manager of the Superannuation Division of Trood Pratt & Co, a medium sized chartered firm in Sydney. Having 18 years experience in accounting and business services, Winsome has specialised in the administration and compliance of self managed superannuation funds for the last eight years. She has technical and practical expertise in superannuation administration, having responsibility for over 350 self managed superannuation funds. Current at 05 January 2004
 

This was presented at Superannuation intensive.

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