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Retirement strategies paper

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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 10 Nov 05 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • problems with members' funds approaching RBL limits
  • what pensions are available?
  • can you find an old policy extending the period of service?
  • what strategies are useful to manage excessive RBLs
  • do you need reversionary beneficiaries?
  • should you hold life insurance inside your SMSF?
  • can a pension continue after death?
  • what strategies are useful in managing excessive death benefits?

Author profile

Patrick Cork
Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. - Current at 21 February 2017
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Retirement strategies

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