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Reviewing allocated pensions

Article Abstract:

An allocated pension is a type of retirement income stream that can be bought only with superannuation savings, and its popularity does not mean that all investors have been satisfied with their chosen product. The effects of switching between pension providers, along with precautions to be taken while switching, are mentioned.

Author: Eastway, Jocelyn
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 1999
Analysis, Investment management

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Tax windfall from super changes

Article Abstract:

This article discusses changes to Australia's pension fund tax laws. Issues include super fund members' ability to benefit from lower rate of capital gains tax and receive refunds for excess tax credits attached to dividend income.

Author: Eastway, Jocelyn
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2000
Evaluation, Tax policy

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New law creates super havoc

Article Abstract:

The impact of a new legislation introduced in the Australian Parliament on those planning to receive a pension is analyzed. The legislation will result in pension from a self-managed super fund facing a capital gains tax.

Author: Eastway, Jocelyn
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2000
Laws, regulations and rules

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Subjects list: Australia, Investments, Pension funds, Taxation
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