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Estate planning presentation

Published on 19 May 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family/relationship issues
  • asset holding:
    • estate
    • non estate
    • structures
  • business relationships
  • objectives.

Author profile

Andrew Frankland CTA
Andrew is an Executive Lawyer with Bartier Perry Solicitors, holding qualifications in both accounting and law. He has many years’ experience providing comprehensive estate and business succession planning services, including structuring, tax advice and the implementation of all relevant documentation. Andrew has built an enviable reputation in the legal market for private client services and is highly regarded by clients, other professional referral sources and his peers. - Current at 13 March 2017
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This was presented at 4th Annual Tax Forum .

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

Individual sessions


Superannuation compliance, focusing on SMSFs

Author(s):  George SAMARAS

Materials from this session:



Tax debt - Managing, negotiating, disputing

Author(s):  Paul Kruspe

Materials from this session:





The other Part IVA - Departure prohibition orders

Author(s):  Therese CATANZARITI

Materials from this session:

R&D - Tax offset

Author(s):  Ian Ross-Gowan

Materials from this session:


Emerging themes and observations

Author(s):  Denis MCCARTHY

Materials from this session:














Anti-deferral regime reform

Author(s):  Neil BILLYARD

Materials from this session:





Part IVA - How the ATO see it

Author(s):  Des MALONEY

Materials from this session:





Further details about this event:

 

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