This event helped practitioners gain an in-depth understanding of estate planning issues while staying on top of recent developments. Participants learnt about current strategies as they explored the opportunities and pitfalls you should be aware of when advising your clients.
The current landscape
Author(s):
Jim O’Donnell CTA
Materials from this
session:
Passing control of relevant entities on death or legal disability - A holistic approach
Author(s):
Jocelyne Boujos
Estate planning and superannuation
Author(s):
Jemma Sanderson CTA
Materials from this
session:
Insurance funding & succession planning
Author(s):
Geoff Ivanac
Materials from this
session:
"Binding" financial agreements - Will these amendments get it right?
Author(s):
Andrew Davies
Materials from this
session:
Details
- Published On:12 Nov 2015
- Took place at:City West Receptions, West Perth
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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