Published on 16 Oct 18
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- planning for incapacity or death
- control of the assets
- joint tenants v tenants in common
- deceased estates and the distribution of assets.
Loreena Gillon, CTA is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 21 years. Her practice has a client base of predominantly professionals, all of whom operate & manage their affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area.
- Current at
22 May 2018