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Creating and protecting wealth using self managed pension presentation

Published on 09 Nov 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • when does the pension exemption actually commence and when does it stop?
  • what is required to automatically revert a pension to a reversionary beneficiary?
  • is it better to make a binding death benefit nomination rather than a reversionary beneficiary nomination?
  • linking a person's pension planning with their estate planning especially when they have an SMSF
  • what is the different asset protection qualities of a lump sum versus a pension?
  • practical impact of TR 2011/D3 for advisers and strategies they should be on top of.

Author profile:

Bryce FIGOT
Bryce is a lawyer with DBA Butler Pty Ltd. Lawyers
Current at 11 March 2009 Current at 07 April 2009 Click here to expand/collapse more articles by Bryce FIGOT.
 

 

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