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Pensions and Retirement Planning: Allocated Pensions
Published on 26 Feb 2002 | Took place at Leonda by the Yarra, Hawthorn, VIC
This is the second session in a series of seminars on pensions and retirement planning, focussing on allocated pensions.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Allocated pensions
Author(s):
John SUDANO
This seminar paper discusses allocated pensions, with a focus on: what is an allocated pension, prior planning required, trusts deeds and documentation for allocated pensions.
Materials from this session:
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Pensions and retirement planning
Author(s):
Noelle KELLEHER
This powerpoint presentation discusses allocated pensions, with a focus on: RBL issues, recontributions, roll-backs, commutation, excess and non-excess benefits, treatment of the allocated pension fund.
Materials from this session:
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