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18th National Tax Intensive Retreat
Published on 19 Aug 2010 | Took place at Sheraton Noosa Resort & Spa, Noosa, National
‘Passing the Baton’ was this year’s theme. It is about succession planning, and preserving and passing the family wealth to the next generation. This is a topic of growing importance as the value built up in entities by, in particular, the baby boomers, is to be transferred to the next generation. The traps and pitfalls are many and our team of expert and experienced presenters identifed those obstacles and suggested the ways and means around them.
The range of succession strategies considered was impressive – including strategies for maintaining control over assets in trusts post-Kennon v Spry and Richstar Enterprises, the role of superannuation and life insurance, extending the life of trusts, the risk of bankruptcy and family breakdown and the impact of the general anti-avoidance provision on succession planning.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Challenging a trustee's decision to pay a superannuation death benefit
Author(s):
Bernie O'SULLIVAN
This presentation covers challenging a trustee's decision to pay a superannuation death benefit.
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Discretionary trusts: Control v ownerhip
Author(s):
Jeffrey CHANG
This paper covers discretionary trusts: control v ownership.
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Trusting into the future
Author(s):
Tony RIORDAN
This paper covers:
This paper was also delivered at Trusts & Estates Club - Wills and Family Discretionary Trusts – A Nightmare Scenario for Some Clients? on 15 September 2010.
Materials from this session:
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Passing control of a business on insurable exit events - Ensuring fair outcomes
Author(s):
Matthew BURGESS
This paper covers:Materials from this session:
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The role of super in estate planning and issues upon death
Author(s):
Paul BANISTER,
Linda FARMER
This paper covers:Materials from this session:
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Protecting the family assets (trusts and divorce)
Author(s):
Arlene MACDONALD
This paper covers:Materials from this session:
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Trusts - Extending the vesting date
Author(s):
Michael BUTLER
This paper covers:Materials from this session:
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