Published on 26 May 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation 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.
Mark is a Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and retirement 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 SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues.
- Current at
24 February 2021