Published on 03 Jun 02
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This powerpoint presentation asks: should complying income streams be first choice or last resort, for richer or poorer - who can use them, how to avoid unintended financial and estate planning traps in using complying income streams. Case studies on the topic are also reviewed.
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