Published on 27 Aug 02
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This powerpoint presentation discusses superannuation tax planning, including: contribution strategies - who can benefit, dealing with the RBL barrier, strategies at retirement, and how advisors are using SMSF to achieve client strategies.
Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.
Current at 25 September 2003
- Current at
19 November 2004