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2018 SA Succession Planning Day

Published on 23 Nov 2018 | Took place at Adelaide Convention Centre, Adelaide, SA

The continuing growth in the wealth of Australians plus diversity of business structures and family dynamics sees that effective succession planning will continue to be of paramount importance for your clients.

This event covered the broad scope of matters that you’ll need to carefully consider in order to render quality practical, asset protection and commercial advice to be that trusted advisor for your clients.

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

Individual sessions

Business succession – The current state of play

Author(s):  Michael Chrisohoou

This paper covers:

  • key elements of a buy-sell agreement
  • common structures for buy-sell agreements
  • continuing owners as purchasers: own policy
  • continuing owners as purchasers: cross-insurance
  • business structure as purchaser
  • trust model
  • other considerations.
Materials from this session:

Trust splitting

Author(s):  Paul INGRAM

This paper covers:

  • income tax
  • state taxes (SA)
  • alternative strategies.
Materials from this session:

Incapacity and powers of attorney: The growing problem of incapacity

Author(s):  Andrea Michaels

This paper covers:

  • powers of attorney
  • duties of an attorney
  • related entities
  • advisors as attorneys
  • loss of capacity
  • post loss of capacity
  • elder abuse.
Materials from this session:

Testamentary trusts – The need for integrity, effectiveness and quality

Author(s):  Emily Anderson

This paper covers:

  • succession planning and asset protection
  • testamentary trusts
  • family provision claims
  • charitable trusts.
Materials from this session:

An adviser’s guide to administering an estate

Author(s):  Joe Anderson

This paper covers:

  • probate, letters of administration and dealing with the Probate Registry
  • locating and securing the last will
  • duties of an executor or administrator
  • issues with death certificates
  • calling in assets and paying liabilities.
Materials from this session: