Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  2009

Estate Planning Intensive

Source: Western Australia

Published Date: 17 Sep 2009

 
Given Australia's aging population, the increasing wealth of Australians, and our desire to provide for our families, estate planning is becoming an increasingly relevant component of accountants, lawyers and financial planner's everyday practice. Client's are asking:
  • how can wealth be transferred effectively to the next generation?
  • how can I protect my assets for the next generation?
  • how can I plan for retirement without losing it all to tax?
  • is my will sufficient to give effect to my testamentary wishes?
  • can I benefit from the superannuation changes?
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.

This seminar provided the key issues in this area as well as the planning opportunities for your clients.

Estate planning & superannuation 2009

Author(s): Jemma Sanderson CTA
Materials from this session:

Kennon v Spry and successful succession of family trusts

Author(s): William Sloan
Materials from this session:

Dealing with blended families as part of succession planning

Author(s): Daniel Fry CTA , Reagan Gruenthal
Materials from this session:

Testamentary trusts

Author(s): Adam Levin
Materials from this session:

Details

  • Published On:17 Sep 2009
  • Took place at:Perth Concert Hall

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.

Tags

2009

Share this page