Published on 06 Oct 06
by VICTORIAN DIVISION, THE TAX INSTITUTE
Despite this year’s budget announcements, superannuation remains as complex as ever. The rules have changed and so have the strategies for those wishing to maximise their superannuation benefits. This presentation provides you with a practical insight into new superannuation strategies, and demonstrates the growing importance of financial modelling in strategic wealth creation. Topics covered include:
- accumulation v pension
- excessive contributions
- wealth creation
- estate planning.
Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O'Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute's Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University's undergraduate and postgraduate courses in Estate Planning. Current at 26 July 2016
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Kim is a Technical Services Manager with ITC Limited. She has over 20 years in the funds management and financial planning industries, encompassing roles in company accounting, product design and technical analysis and strategy. Current at 18 August 2009
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