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  Estate planning 2017

Estate planning - blended families and problem beneficiaries

Published Date: 18 May 2017

 

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This video was recorded at the 10th Annual Tax Forum and includes powerpoint slides. This video covers:
  • what are the rules you need to aware of
  • what does it mean for SMSFs and family trusts
  • how you can assist your client with the development of a succession plan
  • what options are available to the client
  • discuss real life cases, what works and what doesn't.
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Estate planning 2017

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