Published on 02 May 03
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This seminar paper looks at some of the more interesting and difficult issues of estate planning, ie. getting it right for wealthy and/or demanding clients. Topics discussed include:
- dealing with 'entity tax' yet having the advantages
of testamentary trusts
- how the estate should work (morphing estates or bequests
- reducing the chances of the deceased's wishes being
- impact of changes to the law, real or proposed
- integrating superannuation fund and trust assets
into the plan.
Ron is a Partner in the law firm Munro Doig. He practises extensively in superannuation, taxation and related commercial areas, and has done so for over 10 years. Advice is given to a wide range of clients including private and public company groups, industry master and self managed funds, and to the accounting profession and other advisers to the superannuation and financial services industry. Ron has presented numerous papers on a wide range of superannuation topics and is a lecturer on superannuation for the Securities Institute and in the trustee training courses run by the Association of Superannuation Funds of Australia. Ron’s practice focuses on superannuation, but extends into related areas, such as retirement and estate planning, and business and asset structuring.
Current at 11 April 2008
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