Published on 06 Aug 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- loss of capacity – individual trustee
- loss of trustee capacity – corporate trustee
- planning for loss of capacity
- enduring powers of attorney
- death – individual trustees.
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
04 March 2015