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Superannuation - consultant's view presentation

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Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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 06 Mar 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • types of pensions
  • RBLs and excess benefits
  • commutations
  • is retirement permanent?
  • segregating assets.

Author profile

Allan McPherson
Photo of author, 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
Click here to expand/collapse more articles by Allan MCPHERSON.

 

This was presented at Six Sides of the Superannuation Dice .

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

Individual sessions

Superannuation - accountant's view

Author(s):  Ian BURGESS

Materials from this session:

Superannuation investment rules

Author(s):  Craig JENKINS

Materials from this session:

Superannuation - in case of emergency

Author(s):  Neal DALLAS

Materials from this session:

Superannuation - the actuary's view

Author(s):  David QUINN-WATSON

Materials from this session:

Superannuation - consultant's view

Author(s):  Lyn FORMICA

Materials from this session:

The ATO role in the superannuation system

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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