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 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