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Pensions 'You Bet Your Life!' presentation

Published on 22 Feb 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers topics including:
- lump sum withdrawals from allocated pension funds
- can complying pensions be paid by small funds?
- should death benefits be paid by way of pension?
- how is the value of a complying pension calculated?
- fixed term pensions
- advantages over lump sums
- tax treatment.

Author profile:

Author Photo - Allan McPherson CTA
Allan McPherson CTA
Allan is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. He comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice. Allan is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states. Current at 07 September 2016 Click here to expand/collapse more articles by Allan MCPHERSON.
 

This was presented at 2003 NORTH QUEENSLAND CONVENTION - ANOTHER ROLL OF THE DICE....

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