Skip to main content
shopping_cart

Your shopping cart is empty

Withdrawal & pension strategies paper

Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • pensions vs lump sums and strategies to use before pensions
  • when should you use a transition to retirement pension
  • strategies to minimise tax on death.

 

Author profiles:

Allan MCPHERSON
Allan is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting industry. Allan comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a Tax Consultant, prior to establishing his own practice.
Current at 9 October 2008
Click here to expand/collapse more articles by Allan MCPHERSON.
 
Lyn FORMICA

Click here to expand/collapse more articles by Lyn FORMICA.

This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

Materials from this session:




Further details about this event:

 

Copyright Statement