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Superannuation update paper


This paper covers:

  • social security deeming rules for account based pensions
  • trustee penalty regime
  • Budget 2014-15
  • estate planning.

Author profile

Mark Wilkinson CTA
Mark Wilkinson CTA, is a licenced financial planner and Chartered Accountant that provides technical support and training to advisers who administer and advise self-managed superannuation funds, as well as providing strategic superannuation and retirement advice directly to clients. Many of these advisers and clients consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death. - Current at 07 December 2018
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This was presented at NSW 7th Annual Tax Forum .

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Individual sessions

When the ATO comes knocking…

Author(s):  Lyndall CROMPTON,  Craig JACKSON

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ATO SMSF update

Author(s):  Matthew Bambrick

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The superannuation/SMSF licensing regime panel session

Author(s):  Nidal DANOUN

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GST update

Author(s):  Jonathan Ackerman

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Employee share schemes and incentives for private companies and start ups

Author(s):  Louise BOYCE

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Aspects of the BEPS action plan

Author(s):  Mark KONZA

Materials from this session:

Independent review

Author(s):  Deborah HASTINGS

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Avoiding the testamentary trust for better options

Author(s):  Peter BOBBIN

Materials from this session:

Independent review - The taxpayers perspective

Author(s):  Chris KINSELLA

Materials from this session:

Commissioner's address

Author(s):  Chris JORDAN

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