The new Draft Ruling from the ATO that will require a pension account to automatically revert back to the accumulation phase upon the death of a member is consistent with their poor policy on excess contributions.
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At Fitzpatricks Hope Island we help people get financially well organised. Our Private Client Service is traditionally provided to successful individuals and small to medium business owners. We become our clients personal CFO and project manage all of their professional advisors to ensure all are working effectively and efficiently with the client's life goals in mind.
We have a specialisation in Self Managed Superannuation Funds strategies and when a subject matter expert is required in this field this technical advice is provided by in house personnel.
Warrick Hanley
With over 13 years in the financial planning arena and 6 years specialising in advice to SMSF Trustees Warrick has extensive experience in providing advice to high-net-worth families. He is a regular presenter on SMSF topics to Trustees and delivers training sessions to Accountants, Lawyers and other Financial Planners on technical SMSF topics.
Warrick is a Certified Financial Planner, SMSF Specialist Advisor, Principal of the boutique financial planning firm Fitzpatricks Hope Island and founder of SMSF Education. He is actively involved in the SMSF sector, most recently as a Director of the Self Managed Superannuation Professionals Association of Australia, the peak body for SMSF professionals.
Warrick Hanley is an Authorised Representative and Fitzpatricks Hope Island Pty Ltd is a Corporate Authorised Representative of Fitzpatricks Dealer Group (AFSL 247429)
Fitzpatricks Hope Island
Phone. 07 5530 8099
Fax. 07 5530 8699
Email: Warrick.Hanley@fitz.com.au
Website: fitz.com.au
PO Box 589,
Sanctuary Cove Qld 4212
LATEST VIDEOS FROM FITZPATRICKS
LATEST NEWS FROM FITZPATRICKS
Monday, July 25, 2011
Friday, July 01, 2011
Irrespective of how much planning that is done in the lead up to 30 June sometimes things still fall through the cracks. If you have made a contribution in June 2011 that has exceeded your contribution caps, there may be a way out!
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Tuesday, June 28, 2011
The end of the financial year is upon us and there are some critical things to remember if you are the Trustee of a Self Managed Superannuation Fund:
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