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2012 Young Tax Professionals Series South Australia: Planning for Retirement

Published on 13 Nov 2012 | Took place at Wallmans Lawyers, Adelaide , SA

    The final technical seminar in this series looked at the implications for your client as they consider retirement. It covers estate planning and how to realise the gains that have been made to date. The session provides an introduction to the issues that advisors need to consider when assisting their clients with estate and succession planning.

Individual sessions

Planning for retirement

Author(s):  Matthew Andruchowycz

This presentation covers the implications for your client as they consider retirement including:

  • estate planning and how to realise the gains that have been made to
  • succession planning.
Materials from this session: