David Foulds

Melbourne

Client Director - Estate Planning

Estate Planning

   03 8610 5353

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Professional Background

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)

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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