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Superannuation complying income streams
Published on 03 Jun 02 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This powerpoint presentation asks: should complying income streams be first choice or last resort, for richer or poorer - who can use them, how to avoid unintended financial and estate planning traps in using complying income streams. Case studies on the topic are also reviewed.
Author profile
Christopher Wyeth
Chris is an adviser at Tynans with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth. - Current at 12 July 2018
This was presented at Integrated Estate and Financial Planning Day .
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Superannuation complying income streams
Author(s): Chris WYETHMaterials from this session:
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