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 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. 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
12 January 2017