Published on 14 May 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
calculation of exempt pension income
pension asset segregation options
benefits & disadvantages
proportioning rules for SMSFs
what is a superannuation interest
strategies to get the best tax result.
Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 16 years experience in the financial services industry. As part of the FirstTech team, Craig is responsible for providing specialist technical support to Colonial First State’s investment, superannuation and advice businesses and to act as a media spokesman on superannuation and retirement planning issues. Craig regularly presents at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education. Craig holds a Bachelor of Science and a Diploma of Financial Planning and is a SPAA SMSF Specialist Adviser. Current at 05 January 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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