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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.

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

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Pensions

Author(s):  Chris WYETH

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ATO views on self managed superannuation funds

Author(s):  Lesley EAST

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