Skip to main content
shopping_cart

Your shopping cart is empty

Trusts and succession planning paper

Published on 21 Oct 06 by TASMANIAN DIVISION, THE TAX INSTITUTE

As clients continue to adopt more sophisticated structures for business and investment, greater planning is required in order to ensure that a client’s estate and succession planning objectives are met. This paper considers some of the opportunities and traps that arise with trust structures in a succession planning context including:

  • are people whom we think are beneficiaries really beneficiaries?
  • the role of the appointor/guardian/supervisor in passing control to the next generation
  • testamentary trusts - some key issues
  • ownership of main residence and tax implications of occupation rights
  • trust cloning or splitting - what are they and what are the traps?

Author profile:

Daniel SMEDLEY
Current at 20 October 2010 Click here to expand/collapse more articles by Daniel SMEDLEY.
 

 

This was presented at Tasmanian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Current issues for primary producers

Author(s):  Harry M RIGNEY

Materials from this session:

Property investment - income tax and GST issues

Author(s):  Michael HINE

Materials from this session:

Latest remuneration strategies

Author(s):  Matthew HONAN

Materials from this session:




Making the most of superannuation

Author(s):  Robert WATSON

Materials from this session:

Effective strategies for using superannuation in succession planning

Author(s):  Julian BATTISTELLA

Materials from this session:



The erosion of asset protection - is the party over?

Author(s):  Paul COOK

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse