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Superannuation - consultant's view paper
Published on 06 Mar 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE
Topics covered in this paper include:
- types of pensions
- RBLs and excess benefits
- commutations
- is retirement permanent?
- segregating assets.
Author profile
Lyn Formica
Lyn is a Director of McPhersons, a company which specialises in providing technical advice on superannuation matters to the accounting, legal and financial planning industries. Lyn's focus is on reviewing superannuation and tax legislation and the development of retirement and superannuation-related strategies. She regularly prepares papers and presentations for the many accounting firms and professional bodies in Queensland. With over 20 years’ experience in superannuation and the administration of self-managed funds, Lyn is also an accredited SSATM SMSF Specialist Advisor of the SMSF Association (formerly known as "SPAA"). - Current at 05 May 2017
This was presented at Six Sides of the Superannuation Dice .
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Individual sessions
Superannuation - accountant's view
Author(s): Ian BURGESSMaterials from this session:
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Superannuation investment rules
Author(s): Craig JENKINSMaterials from this session:
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Superannuation - in case of emergency
Author(s): Neal DALLASMaterials from this session:
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Superannuation - the actuary's view
Author(s): David QUINN-WATSONMaterials from this session:
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Superannuation - consultant's view
Author(s): Lyn FORMICAMaterials from this session:
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The ATO role in the superannuation system
Author(s): Stuart FORSYTHMaterials from this session:
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