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Keeping the funds working for you in retirement presentation

Published on 09 Nov 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • useful tax structures for holding investment assets
  • family trusts - tips and traps
  • family and commercial issues to be considered
  • intergenerational transfer - passing on the investments after death
  • trust cloning and splitting - the latest trends.

Author profile:

Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. Current at 07 April 2015 Click here to expand/collapse more articles by Peter VILAYSACK.
 

This was presented at My Client the Retiree.

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