David Foulds

Melbourne

Client Director - Estate Planning

Estate Planning

   +613 8610 5353

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Professional Background

David is a Director in the Private Business and Family Advisory division of Pitcher Partners. He has more than 40 years' experience in chartered accounting, having worked in both audit and private business areas. For twenty-five years David worked exclusively in the Superannuation division, providing consulting and administrative services. For the last six years David has led the Pitcher Partners Estate Planning service offering.

David has consulted to trustees of self-managed super funds on the application of Superannuation Industry (Supervision) legislation to their funds and has had extensive involvement in providing retirement and estate planning advice for a wide range of clients of the practice.

David is a past member of ASFA National SMSF Policy Sub-Committee. David has been a speaker at a number of Superannuation and Estate Planning conferences, presenting on superannuation, retirement planning and estate 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)

Articles Published

Why is losing a loved one so taxing?

10th November 2017

David Foulds

From the date of death onward, the estate becomes responsible for the tax consequences of the income and expenses arising from managing estate a...

Estate considerations with discretionary trusts

23rd October 2017

David Foulds

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...


Services & Specialisations

Succession Planning

Succession Planning

Forging the future of your business beyond the boundaries of today requires strategic plan...

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Estate Planning

Estate Planning

The preparation and maintenance of an Estate Plan is an effective way of ensuring that a p...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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