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Pension strategies paper
Published on 17 Jul 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers:
- understanding the new simplified minimum standards
- treatment of pre-01/07/07 pensions, including issues to consider around commuting a pension to create a trigger event
- transition to retirement
- tax planning/estate planning considerations.
Author profile
David Woolley
David is a Manager in the Tax Consulting Division of KPMG, specialising in superannuation. Prior to rejoining KPMG, David worked in technical services roles for leading wealth management companies, regularly presenting on financial planning strategy and legislative developments. - Current at 27 June 2007
This was presented at Superannuation Intensive: The brave new world .
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Fund termination and matrimonial breakdown
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Pension strategies
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The use of unit trusts and other property strategies
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Superannuation - contribution strategies
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