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Superannuation - planning issues and superannuation splitting paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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 is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
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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.

Individual sessions

Super: planning issues and contribution splitting

Author(s):  Mark WILKINSON

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New tax planning opportunities for SMEs - demergers

Author(s):  Kelvin FITZALAN

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Choosing a business structure

Author(s):  Les SZEKELY

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Faith and trust: some trust taxation issues

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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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