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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 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 04 January 2018
This was presented at My Client the Retiree/Investor .
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Superannuation - creating the right balance
Author(s): Chris WYETHMaterials from this session:
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Hot property issues
Author(s): Murray GRAHAMMaterials from this session:
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Estate planning
Author(s): Peter PORCELLINIMaterials from this session:
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Getting cash out of corporate structures
Author(s): Paul SOKOLOWSKIMaterials from this session:
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Retiree investment structures (outside superannuation)
Author(s): Brian J RICHARDSMaterials from this session:
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Investment strategies
Author(s): Michael GOODWINMaterials from this session:
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