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Blue Series: Latest Developments in Business & Succession Planning

Published on 27 Jul 1999 | Took place at Leonda by the Yarra, Hawthorn, VIC

There are two certainties in life: Death and Taxes. Add to that the high percentage of marriage breakdowns and it becomes evident that planning and managing these events for your clients' is a way that practitioners can really add value. This seminar focuses on critical planning opportunities that arise in these circumstances in addition to reviewing the status of the many changes to trust laws over the past 12 months and thier impact on retirement and restructuring planning. The seminar also includes a discussion on the ATO's "Statement of "Principles" regardign what is often refered to as "resettlements" of trust estates.

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

Individual sessions

Estate Planning

Author(s):  Bruce COOK Topics include: circumventing age qualifications in wills and other dirty tricks; the rule in Saunders v Vautier; the rule against delegation of testamentary power; the rule against perpetuities.

Materials from this session:

Tax Effective Divorces

Author(s):  Paul HOCKRIDGE Issues raised in this seminar include: Tax issues involved in marriage breakdown, including income tax, capital gains tax and fringe benifits tax; Child Maintenance Trusts; Proposed Entity Taxation.

Materials from this session:

Retirement & Restructuring Planning

Author(s):  Daniel BUTLER Topics include: Changes to trusts and the impact on succession planning; tax efficiency of testamentary v other entities; and the new "Statement of Principles" - the ATO's view on resettlement of trusts and variations of trust deeds.

Materials from this session: