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Pension strategies for 2015 presentation

Published on 12 Mar 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • stream 1 - pensions in preretirement planning
  • stream 2 - get the timing right
  • stream 3 - one or many?
  • stream 4 - don’t forget lump sums
  • stream 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.

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

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