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Retirement Planning/Payment of Benefits

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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.

Author profile

Andrew Skinner
Andrew is the Principal of Andrew Skinner & Associates. He holds a Bachelor and Masters of Economics and is currently completing a Masters of Taxation. He is a fellow of the Tax Institute, and a member of Superannuation Australia and of the Taxpayers Association of Australia. - Current at 19 August 2008
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This was presented at Recent Developments in Self-Managed Superannuation Funds .

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Individual sessions

Superannuation Update

Author(s):  Kevin J MUNRO

Materials from this session:

Superannuation and Capital Gains Tax

Author(s):  Joe LOMBARDO

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Investments

Author(s):  Greg GANZ

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Retirement Planning/Payment of Benefits

Author(s):  Andrew SKINNER

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