Using superannuation monies for geared property investments

Richard Friend CTA

Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. He now operates a tax consulting business through Balena Tassa Pty Ltd. Richard has particular expertise in tax and related structuring issues for the private client market. Most of his work is done by way of consulting to, and providing training for, accountants and lawyers around Australia who operate in these areas. - Current at 30 August 2017

Winnie Kwok

Winnie is a Senior Technical Analyst with Goldman Sachs JBWere Private Wealth Management. She has over five years of experience working in the financial services industry. She has been advising wealthy individuals, families and blue chip financial services organisations within the funds management and superannuation industries. She has specialist knowledge in tax planning and structuring for high net worth clients as well as superannuation and estate planning. Prior to joining Goldman Sachs JBWere in October 2005, Winnie was a tax manager at KPMG, having worked in the Private Wealth and Funds Management divisions for more than four years. Winnie completed her Bachelor of Commerce and Bachelor of Laws at the University of New South Wales in 2000. She has also completed her Master of Commerce (Financial Planning) in 2005 as well as the Foundation Diploma of Financial Planning with the Financial Planning Association. Winnie has been admitted as a Legal Practitioner of the Supreme Court of New South Wales. - Current at 15 September 2017