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Pensions & SMSFs presentation

Published on 10 Sep 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ECPI – the rules & the strategies
  • total superannuation balances & pension planning
  • dealing with reserves.

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 2020 National Superannuation Online Conference .

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