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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 has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser.
Current at 14 May 2008
Click here to expand/collapse more articles by Craig DAY.
 

This was presented at Superannuation Intensive .

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

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