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Pension strategies for 2015 paper

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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
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This was presented at 12th Annual Superannuation Intensive .

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

Individual sessions

Super contributions and cap recap

Author(s):  Craig DAY

Materials from this session:

Pension strategies for 2015

Author(s):  Meg HEFFRON

Materials from this session:

Superannuation and estate planning - Recent developments

Author(s):  Lisa ODDO

Materials from this session:

The new regulatory framework for SMSF advisers

Author(s):  Nidal DANOUN

Materials from this session:

The ATO & SMSFs: An update

Author(s):  Matthew Bambrick

Materials from this session:

Further details about this event:

 

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