by Corey Plover

Life interests: An actuarial perspective

The following presentation was prepared for the STEP Victorian Conference held in Melbourne, 25 October 2018.

It examines some of the actuarial aspect of valuing life and remainderman interests including the issues and complications that may be encountered across differing asset classes, valuation principals that are correct and fair to all parties, and some case studies of how life interests are utilised in the provision of housing for long term care, and estate division.

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