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Commencing pensions: Asset segregation & proportioning issues to consider presentation

Published on 14 May 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • segregated and unsegregated asset methods
  • proportioning: lump sums and income streams.

Author profile

Craig Day
Craig Day is the Head of Technical Services for Colonial First State and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 06 January 2021
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This was presented at Superannuation Intensive .

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

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