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Prior planning and strategies for pensions

Published on 12 Feb 02 by VICTORIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation is the second part of an overview of planning, strategy and documentation necessary, advisable or helpful in preparing a regulated superannuation fund ('fund') for the payment of an effective and efficient pension to a member and in maximising the benefit of superannuation pensions to be paid by a fund upon retirement as well as a consideration of the estate planning benefits that may arise out of the planning and strategies adopted.

Author profile:

Patrick J MCSWEENEY

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This was presented at Pensions and Retirement Planning: Prior Planning & Fundamentals for Pensions Strategies.

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