2016

NSW 13th Annual Estate & Business Succession Planning

Source: New South Wales

Published Date: 4 Aug 2016

 
This event covered the most topical and important areas of estate and business succession planning including:
  • superannuation and estate planning
  • family provision claims and the role of the advisor
  • business succession planning and family business structures
  • life insurance, estate and succession planning - feast or famine for the tax man
  • what happens when your client owns or controls foreign assets?
  • case law and practical issues arising in relation to powers of attorney
  • death, divorce & business: a hypothetical

Powers of attorney

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

Family provision claims and the role of the advisor

Author(s): Chris Balalovski CTA

Life insurance, estate planning and succession planning - Feast or famine for the tax man?

Author(s): Jeffrey Scott FTI

What happens when your client owns or controls foreign assets

Author(s): John Balazs CTA

Superannuation & estate planning

Author(s): Hugh Taylor CTA

Details

  • Published On:4 Aug 2016
  • Took place at:Sofitel Sydney Wentworth, 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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2016

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