Published on 01 Mar 06
by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE
Many people are reluctant to increase their contributions to super because of the inability to use those funds and leverage them for investments. This article outlines some of the strategies to address this limitation.
Winnie is a Senior Technical Analyst with Goldman Sachs JBWere Private Wealth Management. She has over five years of experience working in the financial services industry. She has been advising wealthy individuals, families and blue chip financial services organisations within the funds management and superannuation industries. She has specialist knowledge in tax planning and structuring for high net worth clients as well as superannuation and estate planning. Prior to joining Goldman Sachs JBWere in October 2005, Winnie was a tax manager at KPMG, having worked in the Private Wealth and Funds Management divisions for more than four years. Winnie completed her Bachelor of Commerce and Bachelor of Laws at the University of New South Wales in 2000. She has also completed her Master of Commerce (Financial Planning) in 2005 as well as the Foundation Diploma of Financial Planning with the Financial Planning Association. Winnie has been admitted as a Legal Practitioner of the Supreme Court of New South Wales. Current at 01 March 2006
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Richard Friend CTA
Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. Since 2006, he has operated a tax consulting business through Balena Tassa Pty Ltd. Richard has developed particular expertise in all aspects of structuring for tax, investment planning, superannuation and estate planning for SME and high net worth clients. Most of this work is done by way of consulting to, and providing training for, accountants and lawyers who operate in these areas. Current at 19 September 2016
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