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Retiree investment structures (outside superannuation) paper

Published on 08 Apr 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the useful tax structures for holding assets
  • the family or commercial issues that need to be considered
  • the tax issues that need to be addressed
  • what happens on death - succession issues.

Author profile:

Brian Richards CTA
Brian has specialised in providing taxation advice to a wide range of business clients for approximately 40 years. His particular taxation specialty areas include business restructuring, intellectual property transactions, CGT issues and tax planning matters. He also consults extensively to other accounting and legal practices on various taxation issues. As a taxation specialist, Brian has extensive academic and other lecturing experience. Current at 20 May 2015 Click here to expand/collapse more articles by Brian J RICHARDS.
 

This was presented at My Client the Retiree/Investor.

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

Individual sessions

Hot property issues

Author(s):  Murray GRAHAM

Materials from this session:

Estate planning

Author(s):  Peter PORCELLINI

Materials from this session:


Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

Materials from this session:

Investment strategies

Author(s):  Michael GOODWIN

Materials from this session:

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