Published on 20 Jul 04
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- Treasurer's announcement on superannuation and retirement planning earlier this year eg. market linked pensions and other changes
- 2004-05 Federal Budget superannuation measures
- interdependent relationships and tax free superannuation benefits. Assistant Treasurer's recent announcement.
Bryan is Associate Director, Technical Services & Training, with SEALCORP Holdings Ltd. He has over eight years experience in providing advice to clients in the financial services industry, joining SEALCORP in May 2001 as a Senior Technical Manager specialising in taxation. Prior to this, Bryan worked for six years at KPMG Sydney within its Taxation Division. Bryan manages the Technical Services and Paraplanning Teams and also manages the Sealcorp group's Self Managed Superannuation Fund service offerings. Current at 11 June 2004
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