Published on 02 Mar 06
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers the following topics:
- too much superannuation - managing the impact of the RBL
- strategies and structures to generate a tax effective income stream in retirement
- estate planning and superannuation
- surviving the ATO audit and other compliance issues.
Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. Current at 27 March 2007
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