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Published on 25 Sep 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this powerpoint presentation include:
- Lump Sums
- Pensions
- 'In Specie' payments
- Commutation of pension
- Death benefits and binding nominations
- Characteristics of allocated penson
- Characteristics of complying pension
- Segregation of assets
- Solvency Reserves

Author profile

Winsome HOWSON
Winsome is Manager of the Superannuation Division of Trood Pratt & Co, a medium sized chartered firm in Sydney. Having 18 years experience in accounting and business services, Winsome has specialised in the administration and compliance of self managed superannuation funds for the last eight years. She has technical and practical expertise in superannuation administration, having responsibility for over 350 self managed superannuation funds.
Current at 5 January 2004

 

This was presented at Superannuation intensive .

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Contributions

Author(s):  Daniel BUTLER

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Payment of Benefits

Author(s):  Winsome HOWSON

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RBL Planning

Author(s):  Peter HOGAN

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Super Fund Investments

Author(s):  Mary SIMMONS

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Superannuation update

Author(s):  Mark WILKINSON

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