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Self managed income streams

Published on 20 Nov 01 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses pensions in a case study format, with a focus on: Allocated v complying pensions or SMSFs, how to commence a pension, pension issues in estate planning, unusual death benefit issues.

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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
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This was presented at Winding Up Business Structures/Self Managed Income Streams .

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