Published on 28 Mar 19
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- the super next egg
- proportionate - unsegregated
- from the 2017/18 income year
- two methods for calculating ECPI
- disregarded small fund assets.
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