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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

Click here to expand/collapse more articles by Jennifer YEO.
 

This was presented at Building blocks for estate planning .

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The role of advisers and estate planning

Author(s):  Michael Perkins

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