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  2015

NSW 12th Annual Estate & Business Succession Planning

Source: New South Wales

Published Date: 5 Aug 2015

 
This event covered some of the most topical and important areas of estate and business succession planning including:
  • the trusted advisor
  • retired and moving overseas
  • post retirement living
  • binding financial agreement
  • passing assets to your children?
  • tax Issues within deceased estates.

Tax issues within deceased estates

Author(s): Andrew Frankland CTA
Materials from this session:

Retirement living - Getting the best for your clients part 1 - The landscape

Author(s): Louise Biti , Scott Mcgill CTA
Materials from this session:

Retired and moving overseas - What are the tax issues

Author(s): Robert Campbell CTA
Materials from this session:

Post retirement living - Getting the best for your clients (Part 2)

Author(s): Louise Biti
Materials from this session:

The trusted adviser a facilitator and gate keeper for the client

Author(s): Michael Perkins
Materials from this session:

Worried about passing assets to your children?

Author(s): Peter Bobbin CTA
Materials from this session:

It ain't over 'til its over

Author(s): Therese Catanzariti
Materials from this session:

Details

  • Published On:5 Aug 2015
  • Took place at:Doltone House Hyde Park, Sydney

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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