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Retiree investment structures (outside superannuation) paper

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Non Member Price: $75.00

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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 of Richards Advisory has specialised in providing taxation advice to accounting and legal practitioners in respect of 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. As a taxation specialist, Brian has extensive academic and other lecturing experience. - Current at 23 May 2017
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

Superannuation - creating the right balance

Author(s):  Chris WYETH

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Hot property issues

Author(s):  Murray GRAHAM

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Estate planning

Author(s):  Peter PORCELLINI

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Getting cash out of corporate structures

Author(s):  Paul SOKOLOWSKI

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Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

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Investment strategies

Author(s):  Michael GOODWIN

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