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Superannuation complying income streams

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.

Author profile:

Christopher Wyeth CTA
Chris is a Client Adviser at ipac providing financial and investment advice. His practice focuses on retirement planning for senior employees in listed companies, government and the universities as well as exit strategies for SME owners. Chris has extensive practical experience in designing and implementing superannuation strategies and regularly advises both Australians and expats on managing their wealth. Current at 01 February 2016 Click here to expand/collapse more articles by Chris WYETH.
 

This was presented at Integrated Estate and Financial Planning Day.

Get a 20% discount when you buy all the items from this event.

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Superannuation complying income streams

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