Published on 20 Nov 01
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This seminar paper discusses pensions in a case study format, with a focus on: Allocated v complying pensions or SMSFs, how to commence a pension, pension issues in estate planning, unusual death benefit issues.
Suzanne is Partner and Practice Leader at DMAW Lawyers and has particular expertise in the financial services and superannuation industry having specialised in all aspects of superannuation law since she began practising over 25 years ago. She is the principal adviser to all South Australian large superannuation funds and her practice is involved in working with accountants, advisers and high net worth individuals involved in the self-managed superannuation industry, particularly in complex areas.
- Current at
01 August 2012