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Pension strategies paper

Pension strategies paper

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Non Member Price: $75.00

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 29 January 2015

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

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Individual sessions

Fund termination and matrimonial breakdown

Author(s): Neal DALLAS

Materials from this session:

Fund termination and matrimonial breakdown paper

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Fund termination and matrimonial breakdown presentation

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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