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Strategic pension planning presentation

Member Price: Free
Non Member Price: $15.00

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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 presentation 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 CTA
David Barrett, CTA, is Director, PAX Services. He has more than 30 years experience in the financial services industry, including more than 25 years at Macquarie Bank, and has held positions elsewhere in technical services, financial planning and insurance. David’s expertise lies in advice law, superannuation and related tax legislation, personal international taxation and retirement income systems. With a passion for clear and simple explanation of complex technical issues, David has presented for more than two decades for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. - Current at 06 February 2025
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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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