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Retiree investment structures (outside superannuation) paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
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This was presented at My Client the Retiree/Investor .

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Estate planning

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Getting cash out of corporate structures

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Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

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