Published on 20 Aug 02
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This powerpoint presentation discusess pensions, including: segregated assets, measuring pensions for RBL purposes, complying vs allocated pensions, RBLs, retirement income products, Centrelink assessment of pensions, re-contribution strategies, and commutation of pensions.
Chris is a financial adviser with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth.
- Current at
25 September 2017