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  2014

NSW 11th Annual Estate & Business Succession Planning

Source: New South Wales

Published Date: 6 Aug 2014

 
The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning. In this our 11th annual Estate and business succession planning event continued with the same winning formula of excellent topic selection together with an expert panel of presenters who are prominent leaders in their field.

Our presenters this year discussed some of the most topical and important areas of estate and business succession planning including:

  • superannuation and estate planning
  • common mistakes when making binding death benefit nominations
  • practical impacts of family provision claims
  • leaving offshore assets to the next generation
  • what the incoming executor has to look forward to from a tax perspective.

Exit of minority shareholders

Author(s): Christelle Santelli
Materials from this session:

In superannuation and estate planning even the best laid plans can go astray

Author(s): Lisa Oddo
Materials from this session:

SMSF estate planning

Author(s): Craig Day
Materials from this session:

If you have assets or entities offshore - How certain can you be that they will pass intact to the next generation?

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

Exiting a private corporate structure

Author(s): Ryan Smith , Kelvin Fitzalan CTA
Materials from this session:

"Notions, potions and other magic charms" - Notional estate and family provision

Author(s): Therese Catanzariti
Materials from this session:

Details

  • Published On:6 Aug 2014
  • Took place at:Swissotel Sydney, 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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