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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 baseCurrent at 28 May 2008
This was presented at NSW State Convention: Getting it right...and keeping it right .
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Super: planning issues and contribution splitting
Author(s): Mark WILKINSONMaterials from this session:
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New tax planning opportunities for SMEs - demergers
Author(s): Kelvin FITZALANMaterials from this session:
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Choosing a business structure
Author(s): Les SZEKELYMaterials from this session:
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Faith and trust: some trust taxation issues
Author(s): Andrew NoolanMaterials from this session:
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Recent developments in GST and property
Author(s): Lachlan R WOLFERSMaterials from this session:
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