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Strategic pension planning paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 29 Mar 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • the new super pension system: transfer balance accounts
  • shifting the advice focus to non-superannuation structures
  • superannuation pension restructuring – transitional CGT relief.

Author profile

David BARRETT
David is a Division Director and Head of MAStech at Macquarie Bank. David has more than 20 years’ financial services experience, with expertise in superannuation, taxation and retirement income systems and has qualifications in law, mathematics and accounting. He regularly presents on superannuation, taxation and estate planning related topics for Macquarie and externally for industry bodies.
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This was presented at 14th Annual Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Super reform advice issues: The contribution implications

Author(s):  Liz WESTOVER

Materials from this session:

Auditing of SMSFs – Current issues

Author(s):  Jo Heighway

Materials from this session:

Strategic pension planning

Author(s):  David BARRETT

Materials from this session:

Practical SMSF estate planning case study

Author(s):  Hugh TAYLOR,  Andrew FRANKLAND,  Lisa To,  Campbell Vidgen

Materials from this session:

SMSFs and the ATO

Author(s):  Kasey MacFarlane

Materials from this session:

Changes to impact on the SMSF landscape in the last 12 months

Author(s):  Peter HOGAN

Materials from this session:

Further details about this event:

 

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