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Estate Planning Intensive

Published on 17 Sep 2009 | Took place at Perth Concert Hall, WA

Given Australia’s aging population, the increasing wealth of Australians, and our desire to provide for our families, estate planning is becoming an increasingly relevant component of accountants, lawyers and financial planner’s everyday practice. Client’s are asking:

  • how can wealth be transferred effectively to the next generation?
  • how can I protect my assets for the next generation?
  • how can I plan for retirement without losing it all to tax?
  • is my will sufficient to give effect to my testamentary wishes?
  • can I benefit from the superannuation changes?
This event was intended for tax practitioners, accountants, lawyers and financial planners who have clients concerned about how their wealth passes to the next generation.

This seminar provided the key issues in this area as well as the planning opportunities for your clients.

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

Individual sessions

Estate planning & superannuation 2009

Author(s):  Jemma SANDERSON

This paper covers:

  • the role of super in estate planning
  • tax implications for super on death
  • practical implications to consider when a SMSF member passes away.
Materials from this session:

Dealing with blended families as part of succession planning

Author(s):  Daniel FRY,  Reagan GRUENTHAL

Note: This paper is an updated version of the paper presented at the National Convention in March 2009 held in Sydney.

With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise, including:

  • the different approaches to structuring a will
  • dealing with superannuation death benefits
  • passing control of discretionary trusts.


Materials from this session:

Kennon v Spry and successful succession of family trusts

Author(s):  William SLOAN

This paper covers:

  • how exposed are family trusts given this decision?
  • protection of assets for children from estranged spouses
  • protecting family assets.
Materials from this session:

Testamentary trusts

Author(s):  Adam LEVIN

This paper covers:

  • are testamentary trusts the right answer in many cases?
  • why can a testamentary trust be beneficial for clients?
  • what are the important family and structuring issues when considering the use of a testamentary trust?
Materials from this session: