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Pension and Estate Strategies

Member Price: Free
Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 03 May 01 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Little thought is generally given to structuring retirement incomes and succession planning. This powerpoint presentation will look at the following issues:
- Allocated v complying pensions or SMSFs
- How to comence a pension (including checklist)
- Pension issues in estate planning
- Unusual death benefit issues

Author profile

Suzanne Mackenzie CTA
Photo of author, Suzanne MACKENZIE Suzanne Mackenzie, CTA is a Barrister specialising in financial services, superannuation, trusts and equity, and taxation law. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. Suzanne regularly appears in the Federal Court and the Supreme Court of South Australia and more recently has acted for the trustees of AustralianSuper, Host-Plus and Equip Super in applications before the Supreme Court of South Australia. - Current at 22 November 2023
Click here to expand/collapse more articles by Suzanne MACKENZIE.

 

This was presented at 36TH SOUTH AUSTRALIAN CONVENTION - "WEATHERING THE REFORM STORM" .

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

Individual sessions

Legislative Changes and the Impact on Financial Planning

Author(s):  Kym HARRIS

Materials from this session:

Winding Up Business Structures

Author(s):  Kristian MOLIERE,  Andrew SINCLAIR

Materials from this session:

How is Tax to be Understood by the Courts

Author(s):  Justice D Graham HILL

Materials from this session:

Pension and Estate Strategies

Author(s):  Suzanne MACKENZIE

Materials from this session:

Plantation Eucalypts and Tax Effective Investments

Author(s):  Neville HILL

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Simplified Tax System

Author(s):  Ian SNOOK

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What do you do now and what do you do later?

Author(s):  Brenton ELLERY

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CGT Small Business Concessions / Discount

Author(s):  Chris EVANS

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Protecting the Client's Position

Author(s):  AH (Tony) SLATER

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R & D for Small and Medium Businesses

Author(s):  Terry LEWIS

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Capital Allowances

Author(s):  Wayne MANNA

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Social Security Update

Author(s):  Mark MOFFATT

Materials from this session:

TIA Website Presentation

Author(s): 

Materials from this session:

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