BALDWINS • FoodLegal

Australian Lawyers and Consultants

Choices of Private Pensions

June 2003

Many people are unaware of the advantages and tax benefits of private pensions. Baldwins can advise on the alternative and relative merits of an ‘Allocated Pension’, a ‘Complying Lifetime Pension’, or a ‘Complying Fixed Term Pension’. Any such pensions can be established for the client by Baldwins as excellent estate planning vehicles either in a self-managed superannuation context or in retirement planning context or aged-care planning context having regard in the latter case to any family restructuring needed for accommodation bond purposes or retention of eligibility for a government pension.

For further information, contact Joe Lederman at BALDWINS, Australian Lawyers & Consultants.

Return to the Tax Law Archive or Superannuation Law Archive.