Published on 08 Feb 07
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation provides a practical summary of the key changes and issues arising form the simplified superannuation changes from a Private Wealth Management perspective including:
- key changes and what they mean as part of broader private wealth management strategy
- a discussion of the re-write and new terminology
- practical strategies to be considered before 30 June 2007 and beyond
- tips and traps to avoid.
Stuart is a Director of the Private Wealth Management area of Goldman Sachs JBWere. His role is to provide highly specialised personal financial planning advice relevant to the needs of individual clients and family groups. Stuart has gained experience with several international investment houses and PricewaterhouseCoopers. He has been involved in Private Wealth Management for over 10 years and is a member of both the FPA and the ICAA. Further experience was gained in investment portfolio management through a Masters degree (MBA).
- Current at
09 January 2007
Mark is a Partner in HWL Ebsworth’s Taxation group. Mark provides advice to Australian and international clients on a broad range of taxation, superannuation and financial services-related areas with a particular emphasis on SMSFs.
- Current at
02 June 2015