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Death & Taxes – Critical Issues in Estate Planning: Part 1

Published on 26 Jun 2014 | Took place at Leonda by the Yarra, Hawthorn , VIC

As advisers, we know considerable wealth resides in the various structures we have created for clients over many years. Unit trusts, family trusts, companies and superannuation funds exist in considerable numbers and over which clients have naturally expected and exercised absolute control. This event examined these issues.

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

Individual sessions

What happens to a members balance in a superannuation fund when the member dies?

Author(s):  Michael NORBURY

This paper covers the recent case of Wooster v Morris.

Materials from this session:

Tax updates

Author(s):  Hall & Wilcox Lawyers

This paper covers:

  • two minute pit stop
  • commonwealth legislation & regulations
  • income tax
  • GST
  • FBT and other taxes
  • superannuation
  • state and territory updates
  • interpretation.
Materials from this session: