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Published on 06 Mar 06
by QUEENSLAND DIVISION, THE TAX INSTITUTE
Topics covered in this paper include:
tax issues with death benefits and self-insurance in super funds
transfers of UK retirement monies
transition to retirement issues.
David joined Bendzulla Actuarial in 2003 to head up the large client consulting division. He is a qualified actuary who advises clients on superannuation, long service leave and general insurance. His areas of expertise include asset/liability studies, benefit design, employee communication and funding programs. His experience includes senior positions with international consulting firms and insurance companies. Current at 3 February 2006
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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