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Pensions and SMSFs podcast

Published on 28 Mar 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This podcast covers:

  • eligibility to claim ECPI - the two available methods and when they must be used
  • strategies to account for ECPI and segregation to optimise tax outcomes and simplifiy administration for a client
  • managing total superannuation balances
  • pros and cons of using TRIS in the new world.

 

Author profile

Colin Lewis
Colin is the Head of Strategic Advice at Fitzpatricks Private Wealth. He provides technical and strategic advice and guidance on complex financial strategies to financial advisers, accountants and clients. Colin specialises in superannuation and retirement incomes, tax, social security, aged care and estate planning. Since 1987, he has held senior regulatory, consulting and technical roles in the financial services industry and is a SMSF Specialist Advisor. Colin is an experienced presenter and is frequently called upon for comment on financial planning matters in the media and is a regular contributor to the Australian Financial Review. - Current at 31 May 2019

 

This was presented at 16th Annual Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions





Further details about this event:

 

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