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Passing your nest egg on death or earlier paper

Published on 05 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • changing control/ownership during lifetime – companies
  • trusts – changing control
  • passing your nest egg on death
  • Bankruptcy Act considerations.

Author profile

Jennifer Yeo CTA
Jennifer Yeo is the founding director of Evora Legal, a boutique tax and private client practice which is inspired by a desire to provide top-tier tax and legal expertise that clients need and trust without the constraints of a large law firm. Jennifer specialises in providing tax advice in relation to all aspects of federal and state taxes and international tax matters. Jennifer has expertise in advising on tax-effective business and family planning strategies associated with succession, asset protection and wealth management with respect to Australian and worldwide assets. - Current at 18 June 2018
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This was presented at Building blocks for estate planning .

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Individual sessions

The role of advisers and estate planning

Author(s):  Michael Perkins

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