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Strategies beyond the will: Preplanning for wealth transfer paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 16 Oct 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what are tax professionals hoping to do with an estate plan?
  • what is causing failures with estate plans?
  • 10 simple questions to see if you are ready
  • strategies for a tax professional.

Author profile

Ross Forrester CTA
Ross is the founder of Westcourt Family Business Advisors. He currently sits on The Tax Institute’s National SME Committee as well as the Chair of The WA Technical Committee for The Tax Institute. He is also the SEA Deputy Chair for GGI’s International Tax Practice Group. Ross has appeared as a tax expert for Channel 7, 6PR and The West Australian. Ross was also an active family board member of his parent’s 3rd generation family business - Westcourt General Insurance Brokers until it was sold to IAG in 2016. In addition, Ross sits on the board of directors of two large family owned food producers with a national presence. - Current at 05 November 2019
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This was presented at The Client Life Cycle: Challenges and Opportunities .

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Individual sessions

Successfully onboarding new clients and considerations for existing clients

Author(s):  Tinashe Kamangira

Materials from this session:

Strategies beyond the will: Preplanning for wealth transfer

Author(s):  Ross Forrester

Materials from this session:

Resolving tax disputes through constructive engagement with the ATO

Author(s):  Jonathon LEEK,  James Galati

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Elder accounting

Author(s):  Loreena Gillon

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