Skip to main content
shopping_cart

Your shopping cart is empty

The Phar Lap of Estate Planning seminar paper

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 to trusts)
- reducing the chances of the deceased's wishes being thwarted
- impact of changes to the law, real or proposed
- integrating superannuation fund and trust assets into the plan.

Author profile:

Ronald Doig FTI
Ron practices in superannuation, taxation and related areas such as estate planning and business and asset structuring. Advice is given to a wide range of clients including the accounting profession and other consultants to the business community, and the financial services industry. Ron is a director of the West Perth firm Munro Doig. Current at 01 March 2015 Click here to expand/collapse more articles by Ron DOIG.
 

This was presented at 37TH ANNUAL STATE CONVENTION - WA: KEEPING AHEAD OF THE FIELD.

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

Individual sessions



Corporate Restructuring

Author(s):  Paul ABBEY

Materials from this session:



Trusts - Hedging your bets

Author(s):  Colin MUNRO

Materials from this session:

Further details about this event:

 

Copyright Statement