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Passing control of relevant entities on death or legal disability - A holistic approach paper

Published on 12 Nov 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • SMSF trust deed
  • SMSF trustee structure: sole purpose corporate trustee?
  • binding/non-binding death benefit nominations
  • pensions
  • will, including testamentary trusts and power to appoint trustee and/or appointor of discretionary trust
  • discretionary trust deed and current and anticipated operation
  • estate planning considerations: mental incapacity.

Author profile

Jocelyne Boujos CTA
Jocelyne is a principal of Sceales & Company lawyers. The firm practices in taxation (Federal and State) and superannuation matters. It has a large practice in commercial work, property, conveyancing, estate planning, wills and probate matters, administration of estates including deeds of arrangement. Jocelyne graduated from UWA with a B. Juris and LLB and started practice within the Australian Taxation Office. She advises clients, including indigenous charitable trusts, in the areas of taxation, trusts, superannuation and estate planning and on managing ATO compliance activity, rulings and tax dispute resolution. Jocelyne has a long involvement with professional education including lecturing in Master of Tax programs. She is a member of the Society of Trust and Estate Practitioners and of the taxation committees of the Law Council of Australia and the Law Society of Western Australia, and, is a trustee of the Graduate Women Education Trust. - Current at 16 July 2015
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This was presented at Estate Planning Day .

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“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

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