- 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