Estate & Business Succession Planning 2012-13
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| Book only | |
| $180 Member |
$200 Non-Member |
| Online Subscription Package (3.5 CPD Hours) | |
| $220 Member |
$245 Non-Member |
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By Bernie O'Sullivan, CTA
New fifth edition available September 2012
Building further on Australia's most practical and comprehensive estate and business succession planning guide, the fifth edition contains:
- new text on estate administration processes - why this is a golden revenue opportunity for accountants and advisers
- a chapter on family law and its impact on estate planning, including cases such as Ogden and Delaforce, and strategies such as binding financial agreements
- a chapter detailing the 10 most popular estate planning strategies for your clients, including 'the wealthy nuclear family', 'the problem child', 'the blended family', 'dealing with the family trust' and 'dealing with an SMSF'.
Key features and benefits:
- provides a thorough overview of succession planning laws in every Australian jurisdiction
- presents case studies, tips, diagrams and strategies to ensure the best outcome
- discusses pitfalls to be aware of and troubleshooting techniques
- covers all succession planning topics,
including:- wills and powers of attorney
- testamentary trusts
- claims against estates
- superannuation
- family trusts
- international estate planning
- tax consequences of death
- family law and death
- business succession planning.
Online subscription includes:
- 12 months of unlimited access to the 2012-13 online book, with updates
- interactive eLearning with reference links back to the online book (3.5 CPD hours)
- cross-references.
The book is prescribed reading for:
- Kaplan's Master of Applied Finance (topic: insurance, succession and estate planning)
- Curtin University
- Central University of Queensland postgraduate course, Taxation Planning and Estate Planning.
