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Estate and Business Succession Planning

Published on 21 May 2015 | Took place at Tattersall's Club, Brisbane, QLD

Few other areas of specialisation place the same demands on practitioners to be on top of the requirements of clients at every stage of their life cycle. Planning requires in-depth knowledge that provides practical outcomes over a wide range of assets, and at a level that results in meaningful client participation (as that is required for an effective result).

This event covered both taxation and commercial considerations when dealing with the most common issues that arise in this area of practice.

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Individual sessions

Death and taxes - It is not too late

Author(s):  Melanie Costin

This paper covers:

  • who pays the tax and at what rates?
  • what are the tax rules on death?
  • special purpose trusts.
Materials from this session:

Asset protection update

Author(s):  John Ioannou

This paper covers:

  • what is asset protection
  • asset protection principles and ‘ideal’ structures
  • transfer of assets from high risk to low risk entities
  • asset protection problems - what are the threats?
  • risk of claims by a trustee in bankruptcy.
Materials from this session:

Transition planning

Author(s):  Peter J MCKNOULTY

This paper covers:

  • the need for transition planning
  • what is transition planning
  • transitions theory
  • unsuccessful ways of leaving a business
  • the benefits of transition planning
  • succession planning and transition planning.
Materials from this session:

Pre-will structuring to achieve estate planning outcomes

Author(s):  Kate McQueeney,  Greg CAHILL

This paper covers:

  • superannuation
  • trusts
  • gift and loan back
  • control of the trustee
  • treatment of loan accounts and unpaid entitlements.
Materials from this session:

Staying relevant and making money how accountants can build an estate planning practice

Author(s):  Ian Tindale

This paper covers:

  • estate planning as part of your firm
  • what value can an accountant can add to the estate planning process?
  • what is legal advice
  • how to approach estate planning
  • the need to review the client’s estate plan.
Materials from this session:

Estate planning for offshore assets and entities

Author(s):  Peter VILAYSACK,  Ian BURGESS

This paper covers:

  • establishing domicile, residency or nationality
  • wills in different jurisdictions
  • passing on wealth to beneficiaries
  • taxation issues.
Materials from this session:

Superannuation - Family & intergenerational Planning

Author(s):  Neal DALLAS

This paper covers:

  • acquiring and managing business assets
  • funding, including contribution strategies and super gearing
  • other options for leaving property to the next generation
  • avoiding the estate - paying superannuation proceeds direct
  • the top 10 areas where death benefits go wrong.
Materials from this session: