2015

Estate and Business Succession Planning

Source: QLD

Published Date: 21 May 2015

 
Few other areas of specialisation place the same demands on practitioners to be on top of the requirements of clients at every stage of their life cycle. Planning requires in-depth knowledge that provides practical outcomes over a wide range of assets, and at a level that results in meaningful client participation (as that is required for an effective result).

This event covered both taxation and commercial considerations when dealing with the most common issues that arise in this area of practice.

Death and taxes - It is not too late

Author(s): Melanie Costin

Estate planning for offshore assets and entities

Author(s): Peter Vilaysack CTA , Ian Burgess CTA

Pre-will structuring to achieve estate planning outcomes

Author(s): Kate Mcqueeney , Greg Cahill

Asset protection update

Author(s): John Ioannou CTA

Transition planning

Author(s): Peter J Mcknoulty CTA

Staying relevant and making money how accountants can build an estate planning practice

Author(s): Ian Tindale FTI

Superannuation - Family & intergenerational Planning

Author(s): Neal Dallas CTA

Details

  • Published On:21 May 2015
  • Took place at:Tattersall's Club, Brisbane

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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