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Planning for retirement presentation

Published on 13 Nov 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers the implications for your client as they consider retirement including:

  • estate planning and how to realise the gains that have been made to
  • succession planning.

Author profile

Matthew Andruchowycz CTA
Matthew Andruchowycz, CTA, is a Principal in the Business Transactions and Advice Practice at DMAW Lawyers. He is a taxation and superannuation specialist working primarily with accountants, financial planners, bankers, business owners and high net wealth individuals on commercial transactions and taxation and superannuation matters including disputes. - Current at 22 September 2017
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Individual sessions

Planning for retirement

Author(s):  Matthew Andruchowycz

Materials from this session:

Further details about this event:

 

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