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Drawing Your Pension presentation
Published on 17 Jul 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers the following topics:
- segregating assets
- allocated pensions v complying income streams
- commutation
- effect on Centrelink benefits
- RBLs and excess benefits.
Author profile
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
This was presented at Superannuation - Focus on SMFs .
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Individual sessions
Set up an SMF: Implementing the Idea
Author(s): Neal DALLASMaterials from this session:
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The Prudently Managed Fund
Author(s): Tim KENDALLMaterials from this session:
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Dealing with Related Parties
Author(s): Joanne DWYERMaterials from this session:
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Lump Sums and Winding Up
Author(s): Scott HAY-BARTLEMMaterials from this session:
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Drawing Your Pension
Author(s): Allan MCPHERSONMaterials from this session:
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The Regulator's Approach
Author(s): Lesley EASTMaterials from this session:
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