Miscellaneous 2005

Retirement strategies

Source: Western Australia

Published Date: 10 Nov 2005

 

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Already a Subscriber? Login now

Topics covered in this paper include:

  • problems with members' funds approaching RBL limits
  • what pensions are available?
  • can you find an old policy extending the period of service?
  • what strategies are useful to manage excessive RBLs
  • do you need reversionary beneficiaries?
  • should you hold life insurance inside your SMSF?
  • can a pension continue after death?
  • what strategies are useful in managing excessive death benefits?

Individual Session

Retirement strategies

Author(s): Patrick Cork
Materials from this session:

Details

  • Published By: Patrick Cork
  • Published On:10 Nov 2005
  • Took place at:City West Function Centre, West Perth

The material is copyright. Apart any fair dealing for the purpose 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.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Miscellaneous 2005

Share this page