David is a Director in the Superannuation division of Pitcher Partners. He has more than 35 years' experience in chartered accounting, having worked in both audit and private business areas. David has spent the last twenty five years exclusively in the Superannuation division providing consulting and administrative services.
Throughout his career David has consulted on all aspects of superannuation fund obligations including advising trustees of self-managed super funds on the application of Superannuation Industry (Supervision) legislation to their funds. He has had extensive involvement in providing retirement and estate planning advice to clients of the practice.
David is Chair of the ASFA Small Funds discussion group - Melbourne and is a current member of ASFA National SMSF Policy Sub-Committee. He has been a speaker at a number of Superannuation conferences presented on superannuation and retirement planning issues.
Memberships & Qualifications
- Chair of the ASFA Small Funds discussion group, Melbourne
- Diploma of Business (Accounting) (Monash)
- Member of the Institute of Chartered Accountants (ICAA)
- Presenter on retirement planning for the Taxation Institute
- Speaker at the Superannuation Lawyers' Conference (Law Institute)
10th November 2017
From the date of death onward, the estate becomes responsible for the tax
consequences of the income and expenses arising from managing estate
23rd October 2017
A key characteristics of discretionary trusts is that the people who benefit
from the trust assets do not own those assets.
If you do not own the...
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