Self managed income streams

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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 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.

Author profile

Suzanne Mackenzie CTA

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

More by Suzanne MACKENZIE

Trends in court decisions affecting the Superannuation industry paper - 07-October-2021
Plenary 4: Superannuation – Life and death in the brave new world paper - 16-November-2017
Things you haven’t thought to do with super paper - 05-May-2016
Reducing de facto death duties on the payment of superannuation death benefits to adult children paper - 19-June-2014
Reducing de facto death duties on the payment of superannuation death benefits to adult children paper - 26-March-2014
SMSF's and old age: Why all good things must come to an end paper - 02-May-2013
The role of super in estate planning and issues upon death paper - 20-October-2011
Dying for super paper - 15-October-2010
What you need to know from Cooper, Henry and more paper - 30-July-2010
Superannuation and real property paper - 06-May-2010
Superannuation - related trusts and unit strategies paper - 18-September-2007
Simpler super - getting it in paper - 04-May-2007
Super pensions for SMSFs: a tax revolution in the 21st century paper - 07-May-2005
Structures - retirement and superannuation - 01-July-2002
Funding of SMSFs - 20-June-2002
Structures - retirement and superannuation - 14-March-2002
Self managed income streams - 19-October-2001
Pension and Estate Strategies - 03-May-2001
Superannuation today and tomorrow - 10-June-1999
Superannuation: choice of funds - 30-April-1998

Click here to expand/collapse more articles by Suzanne MACKENZIE.

This was presented at Winding Up Business Structures/Self Managed Income Streams .

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DisclaimerThese materials are 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.

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