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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
Current at 25 June 2009
 

This was presented at Superannuation Intensive: The brave new world .

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Superannuation - contribution strategies

Author(s):  Ian BURGESS

Materials from this session:

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