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  2009

Practical Issues for Succession Planning

Source: Victoria

Published Date: 18 Sep 2009

 
Many of your clients have their wealth invested in superannuation funds, family trusts and/or business entities. These clients need a workable succession strategy in the event of their death. Where clients have tangled personal lives, added complexities arise.

This event identified some of the key planning problems facing clients.

Hot issues for succession planning: Superannuation and death

Author(s): Vesna Pavlovic , Kim Cowie
Materials from this session:

Passing control of family trusts

Author(s): Graeme Halperin CTA
Materials from this session:

Demystifying buy-sell agreements

Author(s): Paul Hockridge CTA
Materials from this session:

Estate planning for blended families

Author(s): Bernie O'Sullivan CTA
Materials from this session:

Details

  • Published On:18 Sep 2009
  • Took place at:Leonda by the Yarra, Hawthorn

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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