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Published on 18 Sep 07
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Topics covered in this presentation include:
transitional issues for pre 1 July 2007 pensions
new pensions/income streams
taxable / tax free components of income streams
tax issues and pension accumulation
transition to retirement
how liquid do the investments need to be
reversionary pensions and death.
Peter Crump FTIA is the CEO and an Executive Director of Portfolio Planning Solutions, and leads their SMSF practice. Peter's
areas of practice include SMSF strategies, executive consulting, corporate consulting and actuarial issues. Current at 26 May 2008Current at 07 July 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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