This event provided attendees with the opportunity to hear from some of South Australia's leading specialists address "real world' estate & business succession planning opportunities. The presenters explored the use of testamentary trusts and life interests including how to unwind them; succession planning issues for businesses and families planning to transfer significant assets to their children; tax issues unique to executors of deceased estates; the role of super funds as succession tools and the important role of the "trusted advisor'.
Passing assets to the next generation
Materials from this
session:
Supercharged! Business succession planning with SMSFs
Author(s):
Tasha Naige
Materials from this
session:
Testamentary trusts & life interests
Author(s):
Julie Van Der Velde CTA
,
Brett Zimmermann CTA
Materials from this
session:
Death (deceased estates) - The tax issues within deceased estates
Author(s):
James Blackburn
,
Vanessa Stillwell
Materials from this
session:
Business (and family office) restructuring pre-death
Author(s):
Sonia Mascolo
Materials from this
session:
Details
- Published On:13 Nov 2015
- Took place at:Stamford Plaza, 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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2015
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