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  Miscellaneous 2004

Pensions in Self Managed Superannuation Funds & Estate Planning convention

Source: National

Published Date: 2 Apr 2004

 

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This paper covers the main rules affecting benefit and estate planning issues for clients, including:
- the pension benefit - complying, allocated, flexi and other pensions, including commutation
- pre planning for pensions
- recent changes to pension rules
- binding nominations and family law risks.
Author(s)

Individual Session

Pensions and Benefits - Estate Planning

Author(s): Daniel Butler CTA , John Sudano
Materials from this session:

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