Published on 22 Jul 21
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This podcast covers the latest rules, regulations and topical issues in the SMSF space including relevant rulings and SMSF case law.
Mark is a Private Wealth and Superannuation Partner in the Business Services Division of BDO Sydney and has been providing superannuation and financial planning advice for over 30 years. As a superannuation specialist, Mark provides strategic superannuation advice on how the State and Federal legislation impact on the areas of superannuation, retirement, estate and succession planning for clients as they build their wealth en-route to retirement. He advises on the full range of wealth related matters including SMSF establishment, contribution planning strategies, pension planning advice, estate planning and consulting regarding Superannuation Industry Supervision Act Compliance issues
- Current at
29 March 2021
Rose is a lawyer at Brown Wright Stein Lawyers practising predominantly in tax law, trusts and estate planning. Rose works closely with the Partners at Brown Wright Stein to provide tailored advice in relation to State and Federal taxation matters, superannuation, wealth preservation and business succession. Rose particularly enjoys dealing with revenue authorities on behalf of clients and has experience in making ruling applications, managing the conduct of audits, preparing objections and representing clients in revenue litigation.
- Current at
01 July 2020