Published on 04 Apr 03
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers the following topics:
- passing control
- winding up
- super vs testamentary trusts
- pensions, annuities and Centre Link issues
- marriage breakdown.
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Jason is a Senior Financial Planner with Godfrey Pembroke Financial Consultants. After working with Ernst & Young for a number of years and then with one of Queensland's largest stockbroking firms, Jason specialises in the design and implementation of personalised financial strategies to build and protect wealth in the period leading up to and during retirement. Jason is a Chartered Accountant (Financial Planning Specialist), Certified Financial Planner and a member of the Securities Institute of Australia.
Current at 6 March 2003
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