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.
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