Published on 02 Apr 04
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paper covers the main rules affecting benefit and estate planning issues for clients, including:
- the pension benefit - complying, allocated, flexi and other pensions, including commutation
- pre planning for pensions
- recent changes to pension rules
- binding nominations and family law risks.
John is a Senior Associate with Maurice Blackburn Cashman Commercial, Lawyers. He has had extensive experience in advising clients on superannuation, taxation, financial services disclosure, estate planning and trust related matters. John has written a number of articles for the Taxation in Australia Journal, CCH Super News and has presented a number of seminars covering the areas of superannuation, estate planning, and taxation law. John, together with Chris Ketsakidis, are the contributing authors of the superannuation chapters of the Australian Tax Handbook.
- Current at
24 January 2007
Daniel is one of Australia’s leading SMSF lawyers and has worked predominantly in
the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF
topics and has published extensively in professional journals including contributing a
monthly article on SMSFs to the Taxation in Australia and other media. Dan is a
member of the ATO’s Superannuation Industry Relationship Network (SIRN), the Chair
of the Tax Institute’s National Superannuation Committee, a member of the Law
Institute of Victoria’s Tax Committee, and is involved with a number of other tax and
SMSF committees and discussion groups. Dan presents on the subject Taxation of
Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is
also a Specialist SMSF Advisor.
- Current at
14 March 2018