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 has 25 years experience working as a Chartered Accountant, many spent at mid and “big four” accounting firms where he developed specialist superannuation administration and consulting groups. Mark has narrowed his focus and now provides technical support and training to advisers who administer and advise self-managed superannuation funds. Many of these advisers 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
12 January 2017