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Keeping the funds working for you in retirement paper

Published on 09 Nov 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • useful tax structures for holding investment assets
  • family trusts - tips and traps
  • family and commercial issues to be considered
  • intergenerational transfer - passing on the investments after death
  • trust cloning and splitting - the latest trends.

Author profile:

Peter VILAYSACK
Peter is a Senior Associate in McCullough Robertson's Tax Group. He has extensive experience advising clients in relation to appropriate legal structures for their personal and business interests.He has particular expertise in the area of superannuation including industry and self-managed funds, and in the structuring of trusts. Current at 21 August 2012 Current at 30 January 2013 Click here to expand/collapse more articles by Peter VILAYSACK.
 

 

This was presented at My Client the Retiree .

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