This paper covers:
- accessing sale proceeds in companies
- use of discretionary trusts for asset protection and flexible distributions
- use of superannuation and impact to changes in caps
- future uncertainties affecting structuring options.
Estate planning
Succession
2018
Having seized the sale opportunity, strategies to maintain, protect, grow and transfer the wealth
Source: QLD
Published Date: 23 Aug 2018
Individual Session
Having seized the sale opportunity, strategies to maintain, protect, grow and transfer the wealth
Author(s):
Mark Reynolds CTA
Materials from this
session:
Details
- Published By: Mark Reynolds CTA
- Published On:23 Aug 2018
- Took place at:W Brisbane, Brisbane
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Tags
Estate planning
Succession
2018
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