Tax in Retirement and
What to Consider
Free webinar
Wednesday 29 October
12- 12:45pm
Online via Zoom
Join our experienced tax specialists as they simplify one of the most important and often overlooked aspects of retirement planning: tax. Whether you’re downsizing, drawing a pension, or transitioning to retirement, this session will help you make informed, tax-smart decisions with confidence.
What you’ll learn
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Superannuation in Estates
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Asset Cost Base Reconstruction
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Tax and Estates
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Capital Gains Tax and Property
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How State Trustees can assist you as your tax agent
This webinar is free. Registrations are essential.
Presented by State Trustees Tax Specialists
Natalie Incretolli
Natalie is a Chartered Practicing Accountants (CPA) and Registered Tax Agent with 21 years of experience in the taxation industry, including 17 years at State Trustees.
Rohini Prashar
Rohini is a CPA with 17 years of taxation experience, all of which have been dedicated to serving clients at State Trustees.
Gavin Guo
Gavin is a CPA and Registered Tax Agent with 12 years of experience in the taxation industry, all spent working at the company.
Disclaimer: The information and views expressed in this webinar should be used for general information only and does not take account of your objectives, financial situation or needs. The information and views expressed is not intended to be tax or financial advice and you should obtain advice tailored to your own circumstances before making any personal investment or financial decisions based on any information outlined in this webinar
