This event was intended for tax practitioners, accountants, lawyers and financial planners who have clients concerned about how their wealth passes to the next generation.
As a result of Australia's aging population the market for good estate and succession planning advice has grown considerably in recent years and this growth is expected to continue in the years ahead. This seminar provided practitioners with an excellent opportunity to further refine their skills and learn about the new cutting edge strategies and developments in this area. The emerging planning opportunities for clients mean that maintaining knowledge in this area is crucial. This event covered both the planning opportunities for individuals and businesses. Important issues such as the use of testamentary trusts, superannuation death benefits, restructuring for succession and buy/sell agreements were examined.