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.
Meg 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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.