Published on 21 Aug 12
by QUEENSLAND DIVISION, THE TAX INSTITUTE
Do you know what it takes to avoid an estate planning disaster? Can you save your clients from unnecessary tax bills? How many “sleeping” estate planning issues are sitting on your clients’ files and what should you be doing?
Your “timebombs” include:
- structuring pensions – the latest ATO ruling
- do you need a testamentary trust as well?
- passing on control of a SMSF
- lump sum, recontribution or death benefit pension?
Current at 30 January 2013
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