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Pensions and benefits paper

Published on 21 Mar 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • what pensions can be paid by SMSFs
  • RBLs and excess benefits
  • segregating assets
  • commutation.

Author profile:

Lyn Formica
Lyn is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). Current at 01 February 2016 Click here to expand/collapse more articles by Lyn FORMICA.
 

This was presented at Superannuation Intensive.

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Individual sessions

Family Law and Death

Author(s):  Heather WATSON

Materials from this session:



Further details about this event:

 

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