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Self managed income streams

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.

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Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne is a Barrister specialising in financial services, superannuation, trusts and equity, taxation and general corporate and commercial matters work. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. She acts for trustees of large industry and retail funds as well as public sector funds and also regularly acts in relation to smaller individual claims and matters affecting SMSFs. - Current at 16 September 2021
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This was presented at Winding Up Business Structures/Self Managed Income Streams .

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