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.
Peter Crump CTA
Peter is the Superannuation Strategist at ipac south australia and specialises in the provision of advice on superannuation issues, especially with SMSFs. Peter brings a blend of experience as an actuary, financial adviser and consultant, with 30 years industry experience. He provides strategic advice to SMSF, which is part of the overall lifestyle financial planning for their members. Peter also provides actuarial advice to accountants, solicitors and other financial advisers on issues relating to superannuation, both SMSF and corporate, as well as actuarial consulting to business. Peter is a director of the Self Managed Superannuation Fund Professionals Association of Australia (SPAA) and his formal qualifications include Fellow of the Institute of Actuaries of Australia, Fellow of The Tax Institute, SMSF Specialist Adviser and Diploma of Financial Services (Financial Planning). Current at 17 February 2012
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