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Transitioning to retirement with an eye on super paper

Published on 18 Aug 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • transitioning to the next generation
  • Division 152 issues
  • contribution strategies
  • pensions
  • what if retirement doesn’t work out? the implications of transitioning back to the workforce.

Author profiles

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups, and trustee training. - Current at 12 April 2017
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Christopher Wyeth CTA
Chris is a financial adviser with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth. - Current at 25 September 2017
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This was presented at 2016 Queensland Tax Forum .

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