2011

Estate and Business Succession Planning

Source: New South Wales

Published Date: 4 May 2011

 
Many clients of the baby boomer generation are now reaching retirement age. As a result of this and the ageing population, estate & business succession planning continues to grow with an increased demand from clients for good practical advice.

This event offered the opportunity to sharpen your technical skills and familiarise yourself with the latest developments and strategies to assit you in navigating the complex minefild of estate & business succession planning.

Family trusts: Successful succession

Author(s): Bernie O'Sullivan CTA

Taxation & funding of the business will

Author(s): Jeffrey Scott FTI

Estate planning for self managed superannuation funds

Author(s): James Proctor , Helena Gibson

I'm not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s): Therese Catanzariti

Testamentary trusts

Author(s): Dung Lam CTA

Details

  • Published On:4 May 2011
  • Took place at:Grace Hotel, Sydney

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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