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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 HEFFRON
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
Click here to expand/collapse more articles by Meg HEFFRON.
 

This was presented at 12th Annual Superannuation Intensive.

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