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.
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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