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Retirement strategies presentation

Published on 10 Nov 05 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • problems with members' funds approaching RBL limits
  • what pensions are available?
  • can you find an old policy extending the period of service?
  • what strategies are useful to manage excessive RBLs
  • do you need reversionary beneficiaries?
  • should you hold life insurance inside your SMSF?
  • can a pension continue after death?
  • what strategies are useful in managing excessive death benefits?

Author profile:

Patrick CORK
Current at 17 June 2009 Click here to expand/collapse more articles by Patrick CORK.
 

 

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