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Estate Planning: Tips, Traps & Strategies

Published on 10 Aug 2006 | Took place at City West Function Centre, West Perth, WA

Australia’s ageing population has meant that estate planning has become an area of crucial importance for tax practitioners. The legal, accounting and tax issues can be complex and challenging, and neither clients nor their practitioners can afford to be complacent about this issue.

The aim of this seminar was to provide a thorough review of the key management, planning, taxation and legal principles that practitioners must understand in order to help their clients plan effectively. The speakers examined not only the tax and legal issues to watch out for, but also the practical day-to-day matters that practitioners must be in control of.

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

Individual sessions

Estate planning SMSF style

Author(s):  Paul BERRESFORD This paper is primarily focused on the fastest growing vehicle used by superannuants, self-managed superannuation funds (SMSFs), whose members generally represent the self employed, small to medium business proprietors and higher net worth clients attracted to the greater investment choice, asset protection, tax effectiveness and estate planning benefits available within an SMSF.

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Business succession - practical overview

Author(s):  Adam LEVIN This paper provides you with a practical overview of business succession with a particular focus on the tips, traps and strategies relevant when providing business succession advice.

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Have you got the bases covered? Estate planning

Author(s):  Craig MCKIE This paper attempts to provide some practical strategies to reduce the risks of a claim arising from a lack of estate planning. And, if a claim arises (no matter how it arises), it attempts to provide some practical strategies to reduce the quantum of a claim.

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