Published on 15 Oct 02
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This seminar paper deals with strategies for dealing with superannuation benefits, benefits in the accrual stage, benefits in the pension phase, reversionary and other pensions, the special case of minors, what to do with excessive benefits, and hidden tax dangers in death benefits.
Mark Wilkinson CTA, is a licenced financial planner and Chartered Accountant that provides technical support and training to advisers who administer and advise self-managed superannuation funds, as well as providing strategic superannuation and retirement advice directly to clients. Many of these advisers and clients consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death.
- Current at
07 December 2018