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Superannuation - planning issues and superannuation splitting paper

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
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 client base
Current at 28 May 2008
Click here to expand/collapse more articles by Mark WILKINSON.
 

This was presented at NSW State Convention: Getting it right...and keeping it right .

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