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Estate Planning Intensive: Planning to be a step ahead

Published on 24 May 2007 | Took place at Rydges, South Bank, QLD

Given Australia’s ageing population, estate planning is becoming an increasingly relevant component of accountants, lawyers and financial planners’ everyday practice. Clients are asking:
- how can wealth be transferred to the next generation?
- how can I plan for my retirement without losing it all to tax?
- is my will sufficient to give effect to my testamentary wishes?
- what is 'simpler super' all about?
- can I benefit from the superannuation changes?

These seminar materials should provide practitioners with a clear understanding of these issues, provide current up to date information and give guidance on what opportunities there may be for your clients.

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

Individual sessions

Busting the estate plan

Author(s):  Sean MCMAHON

This paper covers:

  • tax effective wills
  • defensive planning and drafting
  • enduring Powers of Attorney, guardianship and Advanced Health Directives
  • family provisions
  • particular issues arising from blended families
  • administering an estate in bankruptcy and what you didn’t realise about clawbacks.
Materials from this session:

Testamentary trusts

Author(s):  Peter VILAYSACK

This paper examines what testamentary trusts are and how they should be properly used. Issues covered include:

  • are testamentary trusts the right answer in many cases?
  • why can a testamentary trust be of benefit to clients?
  • what are the important family and structuring issues when considering the use of a testamentary trust?
  • maintaining future flexibility - should classes of beneficiaries be limited?
Materials from this session:

Succession planning for structures

Author(s):  Clifford HUGHES

It is becoming more common for clients to want to pass their structures onto their families, rather than realising assets. This paper examines tax effective succession planning, including:

  • the dos and don’ts of passing on structures
  • when to consider demerging an entity
  • innovative use of Division 152 concessions for cost base step ups
  • protecting the older generation from rogue children.
Materials from this session:

Are you ready for the superannuation revolution?

Author(s):  Paul BANISTER

This paper covers:

  • use of contribution caps
  • planning for tax-free benefits
  • pension changes
  • life without RBLs
  • super for life
  • new strategies for business owners, investors and expatriates.
This paper was also presented at the Estate Planning Intensive held in Brisbane on 24 May 2007.
Materials from this session: