Published on 04 Aug 11
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- accessing benefits
- account based pensions
- taxation of benefits
- lump sum v income stream benefits.
Sarah is a superannuation consultant at MGI Melbourne. Current at 04 August 2011
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Naree Brooks CTA
Naree became a director of MGI Melbourne in 2002 which is a second tier chartered accounting firm.
Naree holds a Bachelor of Business from RMIT and is also a member of the Institute of Chartered Accountants and a fellow of The Tax Institute. She is a member of the Association of Superannuation Funds of Australia and a member of Self-Managed Super Fund Professionals' Association of Australia.
Naree has worked in the general business services area and has provided consulting services in all areas of domestic taxation and superannuation for the past 22 years.
Her client base consists largely of medium to large private businesses operating in a wide range of industries including manufacturing, transport, service, retail and wholesale.
She specialises in retirement and superannuation planning. This includes advising on accumulating and accessing retirement benefits as well as providing advice on the related taxation and regulatory issues.
Naree has presented at many seminars on taxation issues and in particular, she has presented at seminars to family businesses on superannuation and taxation issues relating to succession planning. Current at 04 August 2011
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