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.
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
27 June 2007