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Superannuation: Nearly Safe presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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Published on 25 Mar 04 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- segregating assets
- allocated pension v complying pension
- commutation
- RBLs and excess benefits
- how permanent is retirement?

Author profile

Richard Marsden FTI
Richard is a Senior Financial Consultant with Tynan Mackenzie and specialises in pre-retirement and retirement planning for executives and professionals. Prior positions include similar roles with Berkley Group and National Australia Bank. Richard holds an Arts degree with Honours from the University of Queensland, a Diploma in Financial Planning, a Graduate Diploma in Applied Finance and Investment and is a Certified Financial Planner. He is a member of the Financial Planning Association and the Securities Institute of Australia where he lectured in financial planning. - Current at 01 January 2004

 

This was presented at Superannuation 2004 .

Get a 20% discount when you buy all the items from this event.

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DIY Superannuation: the new toy

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DIY Super Funds: flirting with danger

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Superannuation: Family Involvement

Author(s):  Joanne DWYER

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Superannuation: nearly safe

Author(s):  Richard MARSDEN

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Further details about this event:

 

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