Published on 25 May 17
by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers:
- the imperatives of wealth management strategy
- alternate structures
- alternative strategy.
Chris is a financial adviser with over 20 years practical experience in designing and implementing superannuation strategies and succession planning for SME owners. He also focuses on retirement planning for senior employees in listed companies, government and the universities, and he regularly advises both Australians and expats on managing and transitioning their wealth.
- Current at
25 September 2017