Published on 26 May 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- maximising contributions to and benefits arising from a superannuation fund
- transition to retirement
- what changes are needed to an estate plan as a result of financial interdependency
- opportunities as a result of changes to pension rules.
Mark Wilkinson FTIA joined PKF in 1989 and in 1991 became designated specialist in superannuation consulting to all firm clients – advising on retirement benefit strategies, designing superannuation audit programs and attending to compliance issues in relation to the firms’ superannuation
Current at 28 May 2008 Current at 26 June 2008
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