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The Long Goodbye seminar 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 04 Apr 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper covers the following topics:
- passing control
- winding up
- super vs testamentary trusts
- pensions, annuities and Centre Link issues
- marriage breakdown.

Author profiles

John Newby
John is a partner at Bentleys Pty Ltd with responsibility for Tax and Superannuation Consulting. He is a Queensland State Councillor of The Taxation Institute of Australia and is a member of the Institute of Chartered Accountants' Tax Committee. He has broad experience across different tax issues applying to business as well as international tax matters. - Current at 01 September 2011
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Jason MISSO
Jason is a Senior Financial Planner with Godfrey Pembroke Financial Consultants. After working with Ernst & Young for a number of years and then with one of Queensland's largest stockbroking firms, Jason specialises in the design and implementation of personalised financial strategies to build and protect wealth in the period leading up to and during retirement. Jason is a Chartered Accountant (Financial Planning Specialist), Certified Financial Planner and a member of the Securities Institute of Australia.
Current at 6 March 2003

 

This was presented at From Cradle to Grave - Business Structuring Case Studies .

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

Individual sessions

The Birth

Author(s):  David COMINOS,  Paul BANISTER

Materials from this session:

Growing Pains

Author(s):  Ash CHOTAI,  Damien CLARKE

Materials from this session:

Mid Life Crisis

Author(s):  James PETERSON,  Daryl JONES

Materials from this session:

Looking after the Owner

Author(s):  David EVANS

Materials from this session:

The Long Goodbye

Author(s):  John NEWBY,  Jason MISSO

Materials from this session:

Further details about this event:

 

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