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Superannuation: getting money into the fund presentation

Member Price: Free
Non Member Price: $15.00

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Published on 02 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • contribution strategies
  • in-specie asset transfer
  • opportunities before and after 1 July 2007
  • issues in realising assets held outside the superannuation fund.

Author profile

Hugh Taylor CTA
Hugh is a Client Director in the Tax Consulting Group at Pitcher Partners Sydney. Since joining the firm in 1984, Hugh has over 25 years’ experience in chartered accounting and specialises in superannuation, retirement planning and administration of self-managed funds. Hugh has developed relationships with lawyers, actuaries and other professional advisors to further assist and support the retirement and estate planning needs of clients. He also works closely with financial planners and is a representative for Pitcher Partners NSW Financial Services Pty Ltd. - Current at 13 March 2017
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This was presented at Superannuation Intensive .

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Individual sessions

Superannuation: getting money into the fund

Author(s):  Hugh TAYLOR

Materials from this session:

Investment restrictions and strategies for SMSFs

Author(s):  Denis BARLIN

Materials from this session:

Pension strategies pre and post 30 June 2007

Author(s):  Jemma SANDERSON

Materials from this session:

Further details about this event:

 

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