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Estate Planning: Prepare for tomorrow today!

Published on 08 Aug 2006 | Took place at The Chifley on Lennons, Brisbane , QLD

Given the broad superannuation changes announced in the recent Federal Budget, current strategies used by practitioners involved in the estate, asset and business succession planning area may need some consideration over the next 12 months. This seminar considered some of the more prominent areas of estate planning that have been affected by these proposed changes and looks at how they will impact on practitioners.

Given Australia’s current ageing population, estate, asset and business succession planning is becoming an increasingly relevant component of accountants, lawyers and financial planners’ everyday practice. These seminar materials will give practitioners in these areas a clear understanding of current issues and what the changes will mean for the future, giving them a decidedly competitive advantage.

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

Individual sessions

Taxation Aspects of Business Succession Planning

Author(s):  Mark MOLESWORTH This paper covers the following:

  • structuring the business succession plan
  • funding the exit including Div 7A issues and traps
  • ensuring cash flow in retirement
  • structuring for non-family buyouts
  • wills and the business succession strategy
  • maximising benefits of CGT small business concessions
  • buy/sell agreements.
This paper was originally presented at the ‘Estate Asset & Business Succession Planning’ seminar held in Brisbane on 19 August 2004. It contains some minor updates made for presentation at the ‘Estate Planning’ seminar held in Brisbane on 8 August 2006.
Materials from this session:

Superannuation budget update

Author(s):  Paul BANISTER

This paper covers:

  • how recent changes to super rules have impacted on super and succession strategies
  • how super rules help liberate wealth from an entity
  • how super rules help CGT planning
  • liberating wealth from superannuation entities (including lump sums, pension strategies, RBLs)
  • effective estate planning with superannuation.
It has been re-produced as if the Government’s “Plan to Simplify and Streamline Superannuation”, which was announced on 9 May 2006, becomes law as intended from 1 July 2007. This paper was also presented at the North Queensland Convention in Townsville on 19 May 2006. Some minor updates have been made to take recent changes into account. It was presented again by Peter O'Connor at the Cairns Tax Update, held in Cairns on 27 October 2006.
Materials from this session:

Busting the estate plan

Author(s):  Sean MCMAHON

This paper covers:

  • bankruptcy and family law
  • statutory change of wills
  • family provisions
  • testamentary trusts.
Materials from this session:

Trusts in general

Author(s):  Matthew BURGESS,  Naomi ARNOLD

This paper covers:

  • understanding the basics - what is a 'family trust'?
  • the importance of the motto 'read the deed'
  • trust cloning/splitting - latest developments
  • case study examples.
Materials from this session:

Preparing for your client's death - the role of enduring documentation

Author(s):  Ron JOACHIM

This presentation covers:

  • advance health directive
  • Enduring Power of Attorney
  • attorney for personal and health matters.
Materials from this session: