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Structures - retirement and superannuation

Publication date: 14 Mar 02

Source: NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

Abstract:
This convention paper discusses pension planning fundamentals and technical hotspots in structures of retirement and superannuation.

Author profiles:

Suzanne Mackenzie FTIA
Suzanne is a Partner and Practice Leader of DMAW Lawyers in Adelaide. Suzanne has particular expertise in the financial services and superannuation industry having specialised in all aspects of superannuation law since she began practice 20 years ago. She is the principal adviser to most of South Australia’s large superannuation funds. Her practice also involves working with accountants, advisers and high net worth individuals involved in the self managed superannuation industry • particularly in complex areas. Suzanne is a well known speaker at Taxation Institute State and National Conventions and has had a number of papers published. Suzanne is a member of the Superannuation Subcommittee of the Taxation Institute’s National Technical Committee and is a member of the Superannuation Committee of the Law Council of Australia.
Current at 09 November 2010
Click here to expand/collapse more articles by Suzanne MACKENZIE.
 
Robert Jeremiah FTIA
Rob is an accredited specialist in both tax law and business law and is a member of the NTLG Superannuation Technical Sub-group. Rob’s principal areas of practice are business structuring, taxation advice, superannuation advice, business succession, family succession, trusts and business and commercial transaction advice.
Current at 13 September 2011
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Purchase individual materials from this event:

Views from Capital Hill (review of tax reform policy issues)
Author(s):  Mark JACKSON

Placing our trust in the future
Author(s):  Greg PRATT

Structures for business and investment
Author(s):  David COMINOS

Restructures of going concerns and winding up tax issues
Author(s):  Les SZEKELY,  John CURRIE

Structures - retirement and superannuation
Author(s):  Rob JEREMIAH,  Suzanne MACKENZIE

Update on current issues before the Board of Taxation
Author(s):  Richard WARBURTON

Consolidations: large business
Author(s):  Ken SPENCE

Consolidations: SME's
Author(s):  Mark NORTHEAST

Debt and equity
Author(s):  Roger M PAUL

GST developments
Author(s):  Cathryn FERRARIS

APSI update
Author(s):  Graham CANDY

Tax advice 2002
Author(s):  Michael D'ASCENZO

Thin capitalisation
Author(s):  Peter COLLINS

Corporate and non commercial tax losses
Author(s):  David J WILLIAMS

International taxes
Author(s):  Ariane PICKERING

Tax value method
Author(s):  Paul ABBEY,  Andrew ENGLAND