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Published on 02 May 07
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
in-specie asset transfer
opportunities before and after 1 July 2007
issues in realising assets held outside the superannuation fund.
Hugh Taylor FTIA is a Client Director in the Tax Consulting Group, and an authorised representative of the Financial Planning Division, at Pitcher Partners Sydney. Hugh has over 20 years experience in chartered accounting and specialises in superannuation, retirement planning and administration of self managed funds. Hugh joined Pitcher Partners Sydney in 1984. Current at 5 June 2008Current at 11 August 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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