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If you had your time again - Lessons from the grave paper

Published on 20 Jul 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • mistakes in dealing with family trusts
  • mistakes in dealing with superannuation
  • were the pre-death strategies right?

Author profile

Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
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This was presented at Death...and Taxes .

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