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  2007

Estate Planning Intensive: Planning to be a step ahead

Source: QLD

Published Date: 24 May 2007

 
Given Australia's ageing population, estate planning is becoming an increasingly relevant component of accountants, lawyers and financial planners' everyday practice. Clients are asking:
- how can wealth be transferred to the next generation?
- how can I plan for my retirement without losing it all to tax?
- is my will sufficient to give effect to my testamentary wishes?
- what is 'simpler super' all about?
- can I benefit from the superannuation changes?

These seminar materials should provide practitioners with a clear understanding of these issues, provide current up to date information and give guidance on what opportunities there may be for your clients.

Busting the estate plan

Author(s): Sean Mcmahon
Materials from this session:

Testamentary trusts

Author(s): Peter Vilaysack CTA
Materials from this session:

Succession planning for structures

Author(s): Clifford Hughes CTA
Materials from this session:

Details

  • Published On:24 May 2007
  • Took place at:Rydges, South Bank

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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2007

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