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 Mackenzie, CTA, Suzanne is a founding Partner and Practice Leader at DMAW Lawyers in South Australia 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 many large APRA-regulated and public sector superannuation funds and her practice is also involved in working with accountants, advisers and high net worth individuals in the area of self-managed superannuation funds, particularly in complex areas.
- Current at
22 September 2017