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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 CTA
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 01 February 2018
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This was presented at NSW State Convention: Getting it right...and keeping it right .

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