Published on 04 May 11
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- superannuation death benefits
- estate planning strategies.
Helena is a Senior Technical
Services Manager with Perpetual Limited. Current at 06 April 2011
James Proctor CTA
James is Senior Technical
Services Manager in the Superannuation and Investment Solutions group at
Perpetual specialising in taxation, superannuation and Centrelink issues. He
also lectures in financial planning at the University of Technology, Sydney.
James has over 18 years experience in the financial services industry as a
technical taxation, superannuation and social security expert, university
lecturer and financial planner. Current at 06 April 2011
Further details about this event: