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Superannuation - planning issues and superannuation splitting paper

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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 has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers 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 12 January 2017
Click here to expand/collapse more articles by Mark WILKINSON.

 

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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Choosing a business structure

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Faith and trust: some trust taxation issues

Author(s):  Andrew NOOLAN

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Recent developments in GST and property

Author(s):  Lachlan R WOLFERS

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Further details about this event:

 

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