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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
This was presented at 12th Annual Superannuation Intensive .
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Super contributions and cap recap
Author(s): Craig DAYMaterials from this session:
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Pension strategies for 2015
Author(s): Meg HEFFRONMaterials from this session:
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Superannuation and estate planning - Recent developments
Author(s): Lisa ODDOMaterials from this session:
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The new regulatory framework for SMSF advisers
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The ATO & SMSFs: An update
Author(s): Matthew BambrickMaterials from this session:
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