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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 20 Oct 05 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Issues covered in this paper include:

  • pension benefit design including defined benefit
  • payment of allocated pensions before retirement
  • RBL strategies.

Author profiles

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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Craig Aspinall
Craig is an Associate Director with Grange Securities. He is a certified financial planner with over 18 years experience in funds management and financial planning and has gained his experience through roles such as foreign exchange broking, developing investment products and training financial planners. - Current at 01 May 2008
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This was presented at Super Intensive .

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Individual sessions

Super fund deeds

Author(s):  Andrew SKINNER

Materials from this session:

Contribution strategies

Author(s):  Nidal DANOUN

Materials from this session:

Retirement strategies

Author(s):  Craig ASPINALL,  Patrick CORK

Materials from this session:

Further details about this event:

 

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