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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 Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to the Commonwealth Bank of Australia’s investment, superannuation and advice businesses and to act as a media spokesman for Colonial First State on superannuation and retirement planning issues. - Current at 03 January 2020
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This was presented at Superannuation Intensive .

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

Individual sessions

Auditing and compliance issues

Author(s):  Belinda AISBETT

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Estate planning through superannuation

Author(s):  Craig DANGAR

Materials from this session:

Further details about this event:

 

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