Published on 28 Nov 13
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Given the aging population and rapidly growing pool of wealth in superannuation, you now find you are being asked to assist your clients to build their superannuation to sufficient levels to sustain them throughout their retirement. This presentation covers various strategies to migrate the existing wealth of your client to superannuation in the most tax effective manner, with a focus on real property assets and SMSFs.
Matthew Andruchowycz, CTA, is a Principal in the Business Transactions and Advice Practice at DMAW Lawyers. He is a taxation and superannuation specialist working primarily with accountants, financial planners, bankers, business owners and high net wealth individuals on commercial transactions and taxation and superannuation matters including disputes.
- Current at
22 September 2017