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Pension strategies for 2015 paper
Published on 12 Mar 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- strategy 1 - the “pre-retirement planning”
- strategy 2 - get the timing right
- strategy 3 - why have one when you could have many?
- strategy 4 - don’t forget lump sums
- strategy 5 - getting the most out of a TRIS.
Author profile:
Meg HEFFRONMeg is a consulting actuary who specialises in superannuation and has advised on corporate, industry and self managed superannuation funds. She is currently a principal of Heffron Consulting, a firm that works primarily with accounting, legal and financial planning firms - helping these professionals to advise their clients on superannuation matters ranging from legislative compliance to complex pension structures.
Current at 1 March 2005
Click here to expand/collapse more articles by Meg HEFFRON.
This was presented at 12th Annual Superannuation Intensive.
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Individual sessions
Super contributions and cap recap
Author(s): Craig DAYMaterials from this session:
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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
shopping_cart Add all items to cart - $72.00
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Pension strategies for 2015
Author(s): Meg HEFFRONMaterials from this session:
-
insert_drive_file
- insert_chart
DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
shopping_cart Add all items to cart - $72.00
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Superannuation and estate planning - Recent developments
Author(s): Lisa ODDOMaterials from this session:
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insert_drive_file
- insert_chart
DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
shopping_cart Add all items to cart - $72.00
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
The new regulatory framework for SMSF advisers
Author(s): Nidal DANOUNMaterials from this session:
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The ATO & SMSFs: An update
Author(s): Matthew BambrickMaterials from this session:
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Further details about this event:
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