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 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
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