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Superannuation - planning issues and superannuation splitting paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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.

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 State Convention: Getting it right...and keeping it right .

Get a 20% discount when you buy all the items from this event.

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