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Pensions and retirement planning

Published on 26 Feb 02 by VICTORIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses allocated pensions, with a focus on: RBL issues, recontributions, roll-backs, commutation, excess and non-excess benefits, treatment of the allocated pension fund.

Author profile:

Noelle Kelleher
Noelle has nearly 30 years experience in the financial services industry, with a particular focus on superannuation. In her role as CFO, Noelle is accountable for financial matters (including taxation) of the Vision Super group which includes two trustees, a superannuation fund and a pooled superannuation trust. Noelle provides strategic advice and assistance on all related matters pertaining to the various entities within the Vision Super group. Prior to joining Vision Super as the CFO, Noelle was a tax partner at two of the “big four” professional services firms and has been actively involved in the various sectors within the superannuation industry including the self-managed superannuation fund (SMSF) segment. Current at 30 June 2015 Click here to expand/collapse more articles by Noelle KELLEHER.
 

This was presented at Pensions and Retirement Planning: Allocated Pensions.

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Pensions and retirement planning

Author(s):  Noelle KELLEHER

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