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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 30 August 2017
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This was presented at My Client the Retiree/Investor .

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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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