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Retirement planning strategies paper

Member Price: $57.00
Non Member Price: $75.00

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 02 Mar 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers the following topics:

  • too much superannuation - managing the impact of the RBL
  • strategies and structures to generate a tax effective income stream in retirement
  • estate planning and superannuation
  • surviving the ATO audit and other compliance issues.

Author profile

Patrick Cork
Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. - Current at 27 March 2007
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This was presented at New SMSF strategies .

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Individual sessions

Capital preservation and income derivation in retirement

Author(s):  Craig ASPINALL

Materials from this session:

Retirement planning strategies

Author(s):  Patrick CORK

Materials from this session:

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