Published on 27 May 04
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Growth and development of self-managed superannuation has seen practitioners increasingly being requested to advise on the most appropriate form of retirement income stream for their clients. This paper explores the options available to self managed superannuation funds, including which pensions are available and those most appropriate given client's needs.
Michelle's analysis of the practical issues as well as pre-planning and administrative considerations are invaluable to advisers.
Michelle, of Cooper Partners Pty Ltd, has practiced in superannuation for over 15 years. Michelle also consults in related areas including retirement and estate planning and business and investment structuring as well as other taxation matters and is a current member of the WA Executive of the Association of Superannuation Funds in Australia.
Current at 30 September 2005 Current at 09 March 2009