2008

Hot Issues for Succession Planning

Source: Victoria

Published Date: 15 Aug 2008

 
This event was aimed at accountants, financial planners and lawyers serious about developing a long term relationship with their clients.

Your clients are starting to demand quality estate and business succession planning advice. If you don't help your clients, one of your competitors will. This seminar provided advisers with an excellent opportunity to further refine their skills and learn about cutting edge strategies and developments in this area. The significant taxation and asset protection consequences mean that maintaining knowledge in this area is crucial. An expert panel coverered the planning opportunities for both individuals and businesses. Important issues such as the use of testamentary trusts, structuring superannuation death benefits, dealing with family trusts and buy/sell agreements was examined.

Overview of estate planning

Author(s): Barry Fry

Succession planning: Some taxation issues to consider

Author(s): Andrew O'Bryan CTA

Succession planning: Charitable gifts

Author(s): Chris Beeny

Testamentary trusts

Author(s): Bernie O'Sullivan CTA

Succession planning: Superannuation and death

Author(s): Kim Cowie

Key issues in business succession planning

Author(s): Craig Holland CTA

Passing control of family trusts

Author(s): Graeme Halperin CTA
Materials from this session:

Succession planning: Demystifying buy sell agreements

Author(s): Paul Hockridge CTA

Details

  • Published On:15 Aug 2008
  • Took place at:RACV Club, Melbourne

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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2008

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