Published on 04 May 07
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper uses practical examples to explore the opportunities and challenges, and how to best take advantage of the new rules to maximise retirement incomes and benefits, and to utilise self managed superannuation funds as wealth succession and estate planning vehicles.
Stephen Heath, CTA, is a Partner in the Taxation & Revenue section of Wallmans Lawyers, with his principal practice areas being superannuation and tax. He also works on general commercial matters with a focus on tax planning, business structuring and insurance. Steve is a recent past member of The Tax Institute’s State Council and National Council.
- Current at
08 July 2019