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Planning for retirement presentation

Published on 13 Nov 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers the implications for your client as they consider retirement including:

  • estate planning and how to realise the gains that have been made to
  • succession planning.

Author profile:

Matthew Andruchowycz CTA
Matthew Andruchowycz is a Principal in the firm's Business Transactions and Advice practice. He is a taxation and superannuation specialist working primarily with accountants, financial planners, business owners and medium and high wealth individuals on business transactions, investment strategies and disputes. Current at 05 April 2016 Click here to expand/collapse more articles by Matthew Andruchowycz.
 
Individual sessions

Planning for retirement

Author(s):  Matthew Andruchowycz

Materials from this session:

Further details about this event:

 

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