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Pension and retirement planning: case studies

Published on 26 Mar 02 by VICTORIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses allocated pensions and complying pensions combined strategy - case studies approach with estate planning and wealth accumulation issues.

Author profile:

David Foulds
David is a Director in the Superannuation division of Pitcher Partners. He has more than 35 years’ experience in chartered accounting, having worked in both audit and private business areas. David has spent the last twenty five years exclusively in the Superannuation division providing consulting and administrative services. David has had extensive involvement in providing retirement and estate planning advice to clients of the practice. David is Chair of the ASFA Small Funds discussion group • Melbourne and is a current member of ASFA National SMSF Policy Sub-Committee. He has been a speaker at a number of Superannuation conferences presented on superannuation and retirement planning issues. Current at 24 August 2012 Click here to expand/collapse more articles by David FOULDS.
 

This was presented at Combined allocated and complying pensions.

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Combined allocated and complying pensions

Author(s):  Phillip RUSSELL

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Pensions and retirement planning: case studies

Author(s):  David FOULDS

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