Published on 17 May 12
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
account based pensions - Recap
draft taxation ruling - TR 2011/D3
strategies and opportunities.
Jennie is a Chartered Accountant and Certified Financial Planner at Bentleys. With over 12 years experience in the
superannuation and financial advice sector, her vast expertise extends from accounting and auditing to superannuation, wealth
creation, retirement and financial planning. Her expertise in selfmanaged
superannuation funds enables the creation of strategic opportunities arising out of superannuation, taxation and estate
planning legislation. Current at 18 February 2013
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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