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Wealth and Tax Planning

Published on 04 Jun 2001 | Took place at Pacific International Hotel, Cairns , QLD

This seminar focuses on the issues to be considered in wealth creation by tax planning and investment and the pitfalls and traps to avoid in order to maximise retention of assets.

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

Individual sessions

Wealth & Tax Planning: Cases & Rulings

Author(s):  Stephen GRAW This seminar paper looks at cases and rulings in relation to wealth and tax planning.

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Author(s):  Greg CAHILL This powerpoint presentation discusses superannuation issues, including: Non-vested membership class; Use of investment reserves; Surcharge strategies; Forfeit and reallocation of benefits; Contribution for over 70s.

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Superannuation Fund Investments

Author(s):  Stephen CHILD This powerpoint presentation discusses superannuation fund investments, including: Market size; Why chose a SMSF; What you need; Investment rules and strategies.

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Death, Divorce and Wills

Author(s):  David HANNAY This powerpoint presentation discusses issues surrounding wills.

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Capital Gains Workshop

Author(s):  Clifford HUGHES This powerpoint presentation discusses capital gains, with a focus on: examples and exclusions of discounted capital gains, anti-avoidance, CGT events, Small business GST relief, Scrip-for-scrip rollovers.

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Stamp Duty: The New Duties Bill

Author(s):  Sean WALSH This seminar discusses Stamp Duty, including: The structure of the Duties bill, Instruments versus transactions, Transfer duty, Land rich and corporate trustee duty, Lease duty, Mortgage duty, Exemptions, Anti-avoidance schemes.

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