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Estate Planning presentation

Published on 20 May 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

As advisers, we help our clients create and build wealth over time. We are involved in structuring their affairs, protecting their assets and minimising their tax.

However, planning for what is to happen to our clients' assets when they die is often overlooked completely, or done inadequately. This presentation covers the following issues:
- what estate planning is and why it is important
- dealing with assets
- dealing with entities - companies, trusts or super funds
- testamentary trusts
- protective trusts
- CGT and other tax issues
- powers of attorney and guardianship
- the adviser's role in estate planning.

Author profile:

Matthew TRIPODI

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Tax Update

Author(s):  Kirrily MITCHELL

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Estate Planning

Author(s):  Matthew TRIPODI

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