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Superannuation pensions paper

Published on 17 May 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • account based pensions - Recap
  • draft taxation ruling - TR 2011/D3
  • strategies and opportunities.

Author profile:

Jennie Lynn
Jennie is a Chartered Accountant and Certified Financial Planner at Bentleys. With over 12 years experience in the superannuation and financial advice sector, her vast expertise extends from accounting and auditing to superannuation, wealth creation, retirement and financial planning. Her expertise in selfmanaged superannuation funds enables the creation of strategic opportunities arising out of superannuation, taxation and estate planning legislation. Current at 18 February 2013 Click here to expand/collapse more articles by Jennie LYNN.
 

This was presented at NSW 5th Annual Tax Forum.

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