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Pension strategies presentation

Published on 17 Jul 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • understanding the new simplified minimum standards
  • treatment of pre-01/07/07 pensions, including issues to consider around commuting a pension to create a trigger event
  • transition to retirement
  • tax planning/estate planning considerations.

Author profile

David Woolley
David is a Manager in the Tax Consulting Division of KPMG, specialising in superannuation. Prior to rejoining KPMG, David worked in technical services roles for leading wealth management companies, regularly presenting on financial planning strategy and legislative developments. - Current at 29 January 2015

 

This was presented at Superannuation Intensive: The brave new world .

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

Individual sessions



Superannuation - contribution strategies

Author(s):  Ian BURGESS

Materials from this session:

Further details about this event:

 

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