David Barrett, CTA, is Division Director at Macquarie Group. With more than 25 years experience in the financial services industry, David originally joined Macquarie in 1997 as a technical analyst, and has held positions elsewhere in technical services, financial planning and insurance. David’s expertise lies in superannuation and related tax legislation, personal international taxation and retirement income systems. With a passion for clear and simple explanation of complex technical issues, David has presented for more than 15 years for Macquarie, CPA Australia, the SMSF Association, FINSIA and The Tax Institute. Specialist topics include superannuation, taxation and estate planning.
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David Barrett CTA
SMSF Update - The hot topic issues
- Paper
23 May 2019
SMSF update: The hot topic issues
- Presentation
23 May 2019
Superannuation and estate planning
- Audio
28 Mar 2019
Superannuation and estate planning
- Presentation
28 Mar 2019
Superannuation and estate planning
- Paper
28 Mar 2019
Isolated changes and legacy pensions
- Presentation
05 Apr 2017
Isolated changes and legacy pensions
- Video
05 Apr 2017
Strategic pension planning
- Paper
29 Mar 2017
Strategic pension planning
- Presentation
29 Mar 2017
SMSF estate planning disasters, and how to avoid them..
- Paper
09 Mar 2016
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