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Published on 03 Jun 2002
| Took place at Royal on the Park, Brisbane
This seminar provides an overivew of estate planning, discusses will drafting tips and traps, asset protection divorce and family law, succession planning restructuring and buy and sell agreements, practical strategies to optimise benefits and minimise dangers, and superannuation complying income streams.
Get a 20% discount when you buy all the items from this event.
Overview of estate planning: the end justifies the means
John DE GROOT
This seminar paper discusses the holistic approach to estate planning, tax effective and asset protection structures, common estate planning mistakes, maximising the value of your estate upon death, trends in estate planning and advice, and testamentary trusts.
Ronald E WHITNEY
This seminar paper discusses will drafting, including: understanding assets and other issues, proactive issues, protection of assets from family provision claims, and common drafting errors.
Practical strategies to optimise benefits & minimise danger
This powerpoint presentation discusses recontribution strategies, commutation of pensions, superannuation surcharge deferral, lifetime pensions for RBL purposes, lifetime pension for Centerlink purposes, Federal Government proposals.
This seminar paper discusses: put/call vs mandatory agreements, ownership of policies - CGT traps, use of superannuation policies, CGT implications - ATO statement of principles, use of wills as part of business succession strategy, maximising benefit of CGT small business concessions.
This powerpoint presentation asks: should complying income streams be first choice or last resort, for richer or poorer - who can use them, how to avoid unintended financial and estate planning traps in using complying income streams. Case studies on the topic are also reviewed.
We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
To reset your password, contact our Membership and Customer Services Team on +61 2 8223 0000 (Monday to Friday, 830am – 5pm AEDT). If available, please have your member number or web user ID handy.