Published on 14 Jul 06
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paper and presentation set takes a practical look at some of the ways you can add value to your clients in this area. It examines many of the developments that have occurred in recent years and discusses how they can be used to achieve the result that your clients are seeking as they move toward their retirement.
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