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Harnessing the Opportunities Associated with SMFs as an Estate Planning Vehicle presentation

Published on 12 Aug 03 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation focusses on the implications of using different types of pensions and how to succeed to a pension upon death. Unless this is understood, various traps can be encountered. For example, a lifetime pension may not allow any lump sum payments whereas an allocated and fixed term pension may. There are also the family law and the other practical issues to consider when designing appropriate retirement and pension strategies and how these may be locked in by a binding death benefit nomination.

Author profile:

Daniel BUTLER

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This was presented at Superannuation Pensions: Current Options .

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Individual sessions

Retirement alternatives - the fundamentals

Author(s):  David FOULDS

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