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Superannuation update paper

Published on 02 Jun 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • Cooper Review preliminary report released
  • superannuation rates and thresholds for 2010/11
  • rulings and interpretive decisions.

Author profile

Mark Wilkinson CTA
Mark is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues - Current at 29 March 2021
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This was presented at 8th Annual Superannuation Intensive Conference .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation and estate planning

Author(s):  Graeme COLLEY

Materials from this session:




Administration and practical issues

Author(s):  Andrew BLOORE

Materials from this session:

ATO regulation of SMSFs

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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