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Cutting edge estate planning techniques presentation
Published on 21 May 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- the family constitution
- case studies.
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 2018Kevin 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
This was presented at NSW 8th Annual Tax Forum .
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Individual sessions
Division 7A: Putting your hands in the till without getting your fingers burnt
Author(s): Greg TRAVERSMaterials from this session:
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Transfer pricing – ATO perspectives
Author(s): Michael JENKINSMaterials from this session:
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Are you facing an unlimited amendment period due to fraud or evasion - Where does the law stand?
Author(s): Mathew Leighton-DalyMaterials from this session:
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Superannuation and estate planning - SMSF focus
Author(s): Lisa ODDOMaterials from this session:
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Payroll tax: What is the NSW OSR really looking for?
Author(s): Mark PAYNEMaterials from this session:
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Tax and family law matters
Author(s): Suzanne DelbridgeMaterials from this session:
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Ethics
Author(s): Gordon S COOPERMaterials from this session:
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Property development - Key GST and stamp duties issues to consider
Author(s): Andre SPNOVICMaterials from this session:
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Proving residency - Harder than you think?
Author(s): Zubair BANGASHMaterials from this session:
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Navigating the ATO view
Author(s): Tim DyceMaterials from this session:
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Trusts and asset protection: Myth or fact?
Author(s): Nick GANGEMIMaterials from this session:
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BEPS - Practical perspectives
Author(s): Peter PoulosMaterials from this session:
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Now you see them, now you don’t - Borrowings in SMSFs
Author(s): Graeme COLLEYMaterials from this session:
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SME’s in financial trouble - What tax issues can this really trigger?
Author(s): Alastair McLeanMaterials from this session:
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Employment taxes update for corporates
Author(s): Kylie RustenMaterials from this session:
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ADR in a tax context from a mediator’s perspective
Author(s): K. E. LINDGRENMaterials from this session:
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Estate planning and the use of testamentary trusts
Author(s): Andrew FRANKLANDMaterials from this session:
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GST update
Author(s): Heydon MILLERMaterials from this session:
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Cutting edge estate planning techniques
Author(s): Adrian ABBOTT, Kevin J MUNROMaterials from this session:
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