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Pensions workshop presentation

Published on 05 May 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is a pension?
  • transfer balance cap measures
  • case study.

Author profiles

Nicole Santinon
Nicole Santinon, LLB (Hons), B Int. Stds, Prof. Cert. SMSF, ATI Senior Associate Cowell Clarke Nicole is a senior associate in Cowell Clarke’s tax and revenue group. Nicole specialises in self-managed superannuation and tax planning and structuring advice, including corporate tax, GST, capital gains issues and stamp duty. She advises on commercial issues in areas including business transactions, capital reductions, mergers and acquisitions, business succession planning, business restructuring, asset protection and succession planning. Nicole has completed her professional certificate in Self Managed Superannuation at Adelaide University, the Tax Institute Foundation Tax Course and participated in the Australian Institute of Company Directors Foundations of Directorship Course. Nicole is also a member of the SMSF Professional Association of Australia Ltd and of the Women Lawyers Association of South Australia. - Current at 19 July 2017
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Leonidas Efthivoulou CTA
Leo is a director at ENA Law. Leo has over 14 years experience in advising in various industries, including agriculture and food, property, health and fitness, and to a broad client base. Leo has extensive experience in tax advisory, structuring and restructuring, succession planning, and general commercial legal transactions and advisory. Leo is also a Chartered Accountant, a member of The Tax Institute's various sub-committees including Tax Summit, Noosa and SA Tax Forum. - Current at 15 November 2021
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This was presented at 2017 SA Super Day .

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

Individual sessions


Pensions workshop

Author(s):  Nicole SANTINON,  Leo Efthivoulou

Materials from this session:

Super update

Author(s):  Kerri Reynolds

Materials from this session:

Further details about this event:

 

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