Published on 14 Aug 03
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation is designed to alert practitioners to the current issues and latest strategies which can be
implemented by clients. It covers:
- contribution strategies and pitfalls
- payment of death benefits
- restructuring pensions
- RBL management issues
- ATO superannuation audit update.
Mary is a manager in William Buck's Tax Consulting Group. She provides superannuation advice to a large network of accountants, financial planners and other professionals. With an in depth knowledge of superannuation and related issues, Mary has presented at seminars for leading industry bodies such as the FPA, the ICAA and the TIA.
Current at 11 June 2004