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Superannuation update paper

Published on 27 May 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

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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Avoiding the testamentary trust for better options

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Independent review - The taxpayers perspective

Author(s):  Chris KINSELLA

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Commissioner's address

Author(s):  Chris JORDAN

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