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Published on 18 Feb 09
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
super pensions in general
re-contributions & anti-detriment payments
capital gains tax issues
Transition to Retirement (TTR) pensions
David Barrett FTIA, Division Director Macquarie Group Limited, originally joined the bank in 1997. With tertiary qualifications in law, accounting, mathematics and finance, his role with Macquarie Adviser Services’ Technical Team (MAStech) involves technical analysis of superannuation and related taxation law to provide strategy and product development opportunities. He regularly presents on superannuation, taxation and estate planning related topics for Macquarie and externally for industry bodies. Current at 18 February 2009
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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