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Transition to retirement presentation

Published on 20 Apr 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Topics covered in this seminar presentation include:

  • Allocated pensions - How is it done
  • Rules allowing the splitting od super contributions with spouses
  • reserving strategies 

 

Author profile:

Geoff Barber
Geoff joined PKF Financial Services in 2004 and was previously a proprietor/adviser of Retire Invest (Subiaco) for six years. He previously managed a private client list of over 300 individuals with a combined investment portfolio of $55 million. Current at 20 April 2006
 

This was presented at Retirement Planning & Reserving Strategies within Self-Managed Super Funds.

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

Individual sessions

Reserving

Author(s):  Patricia KELLY

Materials from this session:

Transition to Retirement

Author(s):  Michael SCAFFIDI

Materials from this session:


Further details about this event:

 

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