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Allocated pensions presentation
Published on 12 Aug 03 by VICTORIAN DIVISION, THE TAX INSTITUTE
Allocated pensions are the most popular form of drawing retirement income but they are not without their faults. This presentation looks at their advantages and disadvantages including cash flow requirements and succession planning considerations.
It also works through a series of examples illustrating practical issues and provides a checklist of issues to consider regarding allocated pensions.
Author profile
Chris Ketsakidis CTA
Chris heads the Superannuation & Financial Services practice at Maurice Blackburn Commercial. His expertise is in the areas of superannuation, estate planning, tax structuring and trusts. He has practised for more than eighteen years in these key areas. Chris advises a range of participants in the superannuation and financial services industry, including accountants, financial advisers, superannuation fund trustees, SMEs and high net-worth clients. - Current at 18 August 2010
This was presented at Superannuation Pensions: Current Options .
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Individual sessions
Retirement alternatives - the fundamentals
Author(s): David FOULDSMaterials from this session:
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Allocated pensions
Author(s): Chris KETSAKIDISMaterials from this session:
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Complying pensions
Author(s): de Lancey WORTHINGTONMaterials from this session:
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Estate Planning & Pensions
Author(s): Daniel BUTLERMaterials from this session:
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