Published on 23 Jul 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- how do members control who will receive a benefit on their death?
- how do members determine who is entitled to receive a benefit on their death?
- what are the ways in which these death benefits can be paid and how does this benefit different categories of beneficiaries?
- how do we tie superannuation, estate and succession planning together for the benefit of the client?
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
12 January 2017