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Withdrawal & pension strategies presentation
Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- fundamentals
- strategies
- additions to pensions
- pre 1 July 2007 pensions
- common pension questions.
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 Intensive .
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Individual sessions
Contributions - it’s all in the timing
Author(s): Chris WYETHMaterials from this session:
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Investment rules update and June 2009 trust issues
Author(s): Michael LORIMERMaterials from this session:
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Instalment warrants and gearing strategies
Author(s): Ian BURGESSMaterials from this session:
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Withdrawal & pension strategies
Author(s): Allan MCPHERSON, Lyn FORMICAMaterials from this session:
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Superannuation and death
Author(s): Neal DALLASMaterials from this session:
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