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Retirement Planning/Payment of Benefits

Published on 12 Mar 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper discusses options which are available to persons who wish to retire and have money in superannuation. Points focussed on include: Lump sum benefits; Alternative Income streams; Social security rules and pensions; Case studies on the use of allocated pensions and equalisation of benefits between spouses.

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Andrew SKINNER

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This was presented at Recent Developments in Self-Managed Superannuation Funds .

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