Published on 25 Mar 04
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers the following topics:
- segregating assets
- allocated pension v complying pension
- RBLs and excess benefits
- how permanent is retirement?
Richard is a Senior Financial Consultant with Tynan Mackenzie and specialises in pre-retirement and retirement planning for executives and professionals. Prior positions include similar roles with Berkley Group and National Australia Bank. Richard holds an Arts degree with Honours from the University of Queensland, a Diploma in Financial Planning, a Graduate Diploma in Applied Finance and Investment and is a Certified Financial Planner. He is a member of the Financial Planning Association and the Securities Institute of Australia where he lectured in financial planning.
- Current at
01 January 2004