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Asset protection: Three perspectives to enable holistic advice presentation

Published on 31 Oct 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • “who” are you protecting and “what” are you protecting it from?
  • overview - limited liability and wtructures
  • using multiple 3ntities
  • dealing with new clients and existing structures
  • external financing considerations
  • family law considerations
  • estate planning.

Author profiles

Lee Nugawela
Morgan Solomon
Rishi Wijay

 

This was presented at 2019 Western Australia Tax Intensive .

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

Individual sessions


Asset protection: Three perspectives to enable holistic advice

Author(s):  Lee Nugawela,  Morgan Solomon,  Rishi Wijay

Materials from this session:



CGT concessions – Still great outcomes, but tighter eligibility - Workshop questions and key concepts

Author(s):  Dudley Elliott

Materials from this session:

Further details about this event:

 

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