2013

Estate and Succession Planning

Source: South Australia

Published Date: 29 Jul 2013

 
  • As the "baby boomer' generation looks towards retirement and beyond, more and more clients are seeking advice on when and how to pass their businesses and personal wealth to the next generation. As advisers, it is critical to understand the most effective ways to achieve this from a tax, asset and commercial perspective.
  • This seminar included a variety of speakers presenting on a range of estate and succession planning topics affecting individuals, companies, trusts and superannuation funds. The topics will be both from the perspective of what will happen on death and also what steps should be taken pre-death to give effect to your client's objectives.
  • Topics covered included:
  • dealing with super in the estate planning context
  • incapacity - who can sign the cheques?
  • tools for tax effective pre death structuring and succession planning
  • tips and traps when dealing with companies and trusts
  • restructuring in the estate planning environment - getting it right for everyone

Dealing with super in the estate planning context

Author(s): Phil Mcgovern

Tools for tax effective pre-death structuring and succession planning

Author(s): Ian Snook CTA

Incapacity: Who can sign the cheques?

Author(s): Andrea Melillo CTA

Details

  • Published On:29 Jul 2013
  • Took place at:Intercontinental Adelaide

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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2013

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