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  2013

NSW 10th Annual Estate and Business Succession Planning

Source: New South Wales

Published Date: 31 Oct 2013

 
  • The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning. This estate and business Succession Planning seminar discussed some of the most topical and important areas of estate and business succession planning with the focus on practical issues, recent developments,and most importantly, new cutting edge strategies and planning opportunities for clients.
  • Topics covered include:
  • the family business - transfer to the next generation?
  • buy/sell agreements, funding & insurance - tax, practical & commercial aspects
  • asset protection - just how safe is your superannuation?
  • superannuation & estate planning
  • recognising the importance of the identity of appointor(s) under and the structure of the appointor clause in a family trust deed
  • insurance & estate planning
  • do you (and I really mean you & not just your client) need to be putting in place a guardianship agreement as well as an enduring power of attorney?

Asset protection - Just how safe is your superannuation?

Author(s): Peter Bobbin CTA
Materials from this session:

The family business - Transfer to the next generation?

Author(s): Chris Tsovolos FTI
Materials from this session:

Do you need to be putting in place a guardianship agreement as well as an enduring power of attorney?

Author(s): Richard Neal
Materials from this session:

Powers of Appointment

Author(s): Ken Schurgott CTA-Life
Materials from this session:

Buy/sell agreements, funding and insurance - tax, practical and commercial aspects

Author(s): Scott Mcgill CTA
Materials from this session:

Details

  • Published On:31 Oct 2013
  • Took place at:Swissotel, Sydney

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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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