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Pensions

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.

Author profile:

Christopher Wyeth CTA
Chris is a Client Adviser at ipac providing financial and investment advice. His practice focuses on retirement planning for senior employees in listed companies, government and the universities as well as exit strategies for SME owners. Chris has extensive practical experience in designing and implementing superannuation strategies and regularly advises both Australians and expats on managing their wealth. Current at 01 February 2016 Click here to expand/collapse more articles by Chris WYETH.
 

This was presented at Life Cycle of a Self Managed Superannuation Fund - Part 2.

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Individual sessions

Pensions

Author(s):  Chris WYETH

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ATO views on self managed superannuation funds

Author(s):  Lesley EAST

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