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Pensions and benefits presentation
Published on 21 Mar 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- what pensions can be paid by SMSFs
- RBLs and excess benefits
- segregating assets
- commutation.
Author profile
Allan McPherson
Allan is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Allan has been involved in the superannuation industry for over 30 years and is well known for his development of retirement and superannuation related strategies. He comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a tax consultant, prior to establishing his own practice. Allan is a regular presenter of papers and superannuation workshops for the many professional bodies in Queensland and the southern states.
- Current at
07 September 2016
This was presented at Superannuation Intensive .
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Individual sessions
Pensions and benefits
Author(s): Lyn FORMICAMaterials from this session:
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Family Law and Death
Author(s): Heather WATSONMaterials from this session:
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An actuary's perspective
Author(s): Zoe DOWSETTMaterials from this session:
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Super and CGT
Author(s): Lisa HURWOODMaterials from this session:
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