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Estate and Business Succession Planning

Published on 04 May 2011 | Took place at Grace Hotel, Sydney, NSW

Many clients of the baby boomer generation are now reaching retirement age. As a result of this and the ageing population, estate & business succession planning continues to grow with an increased demand from clients for good practical advice.

This event offered the opportunity to sharpen your technical skills and familiarise yourself with the latest developments and strategies to assit you in navigating the complex minefild of estate & business succession planning.

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

Individual sessions

Estate planning for self managed superannuation funds

Author(s):  James Proctor,  Helena Gibson

This paper covers:

  • superannuation death benefits
  • estate planning strategies.
Materials from this session:

Testamentary trusts

Author(s):  Dung LAM

This paper covers:

  • what is a testamentary trust?
  • taxation issues surrounding testamentary trusts.
Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

This paper covers:

  • what is a family trust?
  • who controls family trusts?
  • dealing with disputes
  • do letters of wishes work?
  • family law and trusts.
Materials from this session:

I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders

Author(s):  Therese CATANZARITI

This paper covers:

  • financial management
  • personal management.
Materials from this session:

Taxation & funding of the business will

Author(s):  Jeffrey Scott

This paper covers:

  • business overheads cover
  • revenue purpose cover
  • capital purpose cover
  • self owned
  • spouse owned
  • Continuing business owner owns policy
  • business entity owns the policy
  • bare trust owns the policy
  • superannuation fund owns policy
  • premium deduction/benefit assessibility
  • commercial debt forgiveness.
Materials from this session: