Published on 20 Jul 04
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation contains:
- a case study on how to pay an allocated pension out of a SMSF
- complete coverage of everything you need to know as an adviser to pay an allocated pension.
Mark Wilkinson CTA
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 02 June 2015
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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