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Superannuation income streams presentation

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
  • asset segregation
  • reversionary pensions and death.

Author profile:

Peter CRUMP
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 2008 Current at 07 July 2008 Click here to expand/collapse more articles by Peter CRUMP.
 

 

This was presented at Superannuation Intensive .

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