Published on 24 May 18
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- latest budget announcements
- CGT relief
- exempt current pension income (ECPI)
- transfer balance account reporting.
Mark Wilkinson CTA, is a licenced financial planner and Chartered Accountant that provides technical support and training to advisers who administer and advise self-managed superannuation funds, as well as providing strategic superannuation and retirement advice directly to clients. Many of these advisers and clients consult with Mark on how to implement strategies that will grow a client’s wealth, enable them to enjoy it during retirement, protect it from creditors and direct to the right beneficiary on death.
- Current at
07 December 2018
Tara McLachlan is Acting Assistant Commissioner responsible for self-managed superannuation funds. Since joining the ATO in 2002, Tara has worked in a number of roles across the organisation focusing on technical expertise and superannuation, including many years as a leader in the Tax Counsel Network. In recognition of her expertise (Tara’s been working in connection with super since 2003) Tara was seconded to Treasury 2016 to work on the recent super reforms.
- updated by Kathy Xu for Super Day 3180522
- Current at
30 April 2018