Published on 25 Mar 04
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers the following topics:
- how much do you need?
- the informed fund trustee
- accumulation v defined benefit
- planning for surcharge reduction
- SGC changes.
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training.
- Current at
15 March 2021