- As the "baby boomer' generation looks towards retirement and beyond, more and more clients are seeking advice on when and how to pass their businesses and personal wealth to the next generation. As advisers, it is critical to understand the most effective ways to achieve this from a tax, asset protection and commercial perspective. This seminar included a variety of speakers presenting on a range of estate and succession planning topics affecting individuals, companies, trusts and superannuation funds. The topics will be both from the perspective of what will happen on death and also what steps should be taken pre-death to give effect to your client's objectives.
- Topics covered included:
- ways to offer Estate Planning Services
- divorce, ageing and death - what happens when one spouse dies?
- tools for tax effective pre death structuring and succession planning.