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Cutting edge estate planning techniques paper

Published on 21 May 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • estate planning concepts
  • the family constitution
  • overall strategies for preparing a family constitution
  • case studies of establishing a family constitution.

Author profiles

Adrian Abbott CTA
Adrian is a tax consultant and brings 35 years’ experience in accounting and tax for his widely diverse client base. In the last five years he has focused on risk reviews and dispute resolution with the ATO and the OSR. He is a member of the Taxation Institute's Dispute Resolution Committee and promotes to Practitioners the benefits of the ATO's initiative in the facilitation process. - Current at 07 March 2018
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Kevin Munro CTA
Kevin Munro is a solicitor and principal of Munro Lawyers. He has 40 years’ experience in tax and superannuation, forming his own firm, Munro Lawyers (initially called Kevin Munro & Associates) in 1994. Kevin provides advice to clients, particularly professional firms and their clients, in respect of tax planning, superannuation, estate planning and wills, and he regularly acts as a consultant for other professional firms. Kevin is active in professional education and gives lectures and workshops for various professional organisations. He was a member of the NSW Law Society’s Advisory Committee for Small Business Accreditation. Kevin is a Certified Tax Practitioner of the Tax Institute and a fellow of the Society of Trustees and Estate Planners. Kevin also holds a Masters Degree in Commerce, a Bachelors Degree in Agricultural Economics and Diploma of Law, and is a 1979 Churchill Fellow. - Current at 21 July 2017
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This was presented at NSW 8th Annual Tax Forum .

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

Individual sessions

Division 7A: Putting your hands in the till without getting your fingers burnt

Author(s):  Greg TRAVERS

Materials from this session:

Transfer pricing – ATO perspectives

Author(s):  Michael JENKINS

Materials from this session:





Ethics

Author(s):  Gordon S COOPER

Materials from this session:



Navigating the ATO view

Author(s):  Tim Dyce

Materials from this session:






ADR in a tax context from a mediator’s perspective

Author(s):  K. E. LINDGREN

Materials from this session:




Further details about this event:

 

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