This presentation focusses on the implications of using different types of pensions and how to succeed to a pension upon death. Unless this is understood, various traps can be encountered. For example, a lifetime pension may not allow any lump sum payments whereas an allocated and fixed term pension may. There are also the family law and the other practical issues to consider when designing appropriate retirement and pension strategies and how these may be locked in by a binding death benefit nomination.
Miscellaneous
2003
Harnessing the Opportunities Associated with SMFs as an Estate Planning Vehicle
Source: Victoria
Published Date: 12 Aug 2003
Details
- Published By: Daniel Butler CTA
- Published On:12 Aug 2003
- Took place at:Leonda by the Yarra, Hawthorn
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Tags
Miscellaneous
2003
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