Published on 14 Feb 02
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Family and business superannuation, retirement, succession and asset protection issues are of ever increasing interest and importance to clients. This powerpoint presentation will focus specifically on: various superannuation, retirement planning and succession issues, strategies to be adopted in the establishment and maintenance of intervivos and testamentary discretionary trusts for the purposes of the retention of wealth and the smooth transition of assets from one generation to the next, various taxation issues concerning testamentary trusts, deceased estates and superannuation benefits on death.
Rob is a Director and Shareholder of Harwood Andrews Lawyers and is an accredited specialist with the Law Institute of Victoria in Income Tax Law and Business Law. Rob has been recognised as one of Australia's leading taxation lawyers by ALB's Legal Who's Who Australia 2003. Rob practises principally in the areas of taxation and revenue law, superannuation, business and investment structuring, advice on various types of trusts, asset protection and succession planning and business and commercial advice. Rob has presented on numerous occasions at State and National seminars and conferences on taxation and trust law issues for both the Taxation Institute of Australia and other industry groups and bodies.
Current at December 2008 Current at 01 December 2008
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