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Retirement and estate planning by Brian Stevenson & Stuart Pedersen, Richard Peterson

By: Stevenson, Brian.
Contributor(s): Pedersen, Stuart | Peterson, Richard.
Series: Continuing Education course paper (NZSA). Publisher: Wellington, New Zealand NZSA 1992Description: 80 p. : ill. 30 cm.ISBN: 0908711393.ISSN: 0113=986X.Subject(s): RETIREMENT | PERSONAL FINANCE | TAX PLANNING | PORTFOLIO MANAGEMENT | INVESTMENTS | CASH FLOW | PENSIONS | SUPERANNUATION | RETIREMENT
Contents:
Why consider retirement planning? ; Are all saving schemes equal?|What does it take to be financially independent? ; Building an investment nest egg ; "Efficiency" in markets ; Market timing ; Modern portfolio theory ; The efficient frontier ; Tactical decisions ; Investing in your own business ; Investing in residential property ; A typical investment portfolio ; Investing for the retired person ; Cashflow planning for over 60's ; Discussion groups - retirement planning ; Introduction ; DISPOSITIONS PURSUANT TO THE MATRIMONIAL PROPERTY ACT ; Metamorphosis ; Transfer of property between spouses ; Cross trusts ; Pensions ; Claim against deceased spouse's estate by a surviving spouse ; Claims by deceased's estates against the survivor ; ESTATE AND GIFT DUTY: Valuation of property ; Exemptions ; DIVESTING VEHICLES: General ; Spouse or partnership ; Company ; Trust ; PREVENTATIVE ESTATE PLANNING ; WILLS
Summary: This paper discusses the whys and wherefores of retirement planning and estate planning. It answers questions, helps with decision making and gives information on investments, market timing, cashflow planning and modern portfolio theory.
Item type Home library Call number Vol info Status Notes Date due Barcode Item reserves
CA Course/Conference Paper - NZ CA Course/Conference Paper - NZ New Zealand
S.371 (Browse shelf) S.371 Not For Loan Historical collection: If you would like to borrow this publication please email us.
Total reserves: 0

Why consider retirement planning? ; Are all saving schemes equal?|What does it take to be financially independent? ; Building an investment nest egg ; "Efficiency" in markets ; Market timing ; Modern portfolio theory ; The efficient frontier ; Tactical decisions ; Investing in your own business ; Investing in residential property ; A typical investment portfolio ; Investing for the retired person ; Cashflow planning for over 60's ; Discussion groups - retirement planning ; Introduction ; DISPOSITIONS PURSUANT TO THE MATRIMONIAL PROPERTY ACT ; Metamorphosis ; Transfer of property between spouses ; Cross trusts ; Pensions ; Claim against deceased spouse's estate by a surviving spouse ; Claims by deceased's estates against the survivor ; ESTATE AND GIFT DUTY: Valuation of property ; Exemptions ; DIVESTING VEHICLES: General ; Spouse or partnership ; Company ; Trust ; PREVENTATIVE ESTATE PLANNING ; WILLS

This paper discusses the whys and wherefores of retirement planning and estate planning. It answers questions, helps with decision making and gives information on investments, market timing, cashflow planning and modern portfolio theory.

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