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Superannuation -What’s still good, and how to achieve it presentation

Member Price: Free
Non Member Price: $15.00

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 07 Sep 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • 2016/2017 Federal Budget
  • lifetime cap
  • other budget proposals
  • investment strategies.

Author profiles

Lyn FORMICA
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Allan MCPHERSON
Photo of author, Allan MCPHERSON Allan is a Director of McPherson Super Consulting Pty Ltd, a company which specialises in providing technical advice on superannuation matters to the accounting industry. Allan comes from a taxation related background having worked at the Australian Taxation Office and the tax division of a large chartered accounting practice as a Tax Consultant, prior to establishing his own practice.
Current at 9 October 2008
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This was presented at Tax Effective Wealth Ceation .

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Individual sessions

How to build a high net worth individual - Succession and transition planning

Author(s):  Peter J MCKNOULTY

Materials from this session:

Superannuation - What’s still good, and how to achieve it

Author(s):  Lyn FORMICA

Materials from this session:

Investment and wealth creation strategies

Author(s):  Mark REYNOLDS

Materials from this session:

Superannuation and family trusts: Specific estate planning techniques

Author(s):  Scott WHITLA

Materials from this session:

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