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Setting the scene - Laying the foundations presentation

Published on 16 Sep 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • understand the family and business
  • genograms v structuregrams
  • client objectives
  • considerations for advisers
  • different perspectives.

Author profiles

John Ioannou CTA
John was admitted as a Solicitor in 2002 and is a partner at Deloitte Private. He has experience in the areas of taxation, structuring, trusts and estate, succession and asset protection planning. John has a Bachelor of Arts, Bachelor of Laws and a Masters of Law. He is currently Queensland’s representative on the Institute’s National Professional Development Committee, a member of Queensland’s State Council and elected 2019 State Council Chair. - Current at 25 June 2019
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Murray Howlett CTA
Murray is a Director of the Taxation and Superannuation Services division of Pilot Partners and has practised as a professional business and taxation adviser since 1993. His focus is on providing specialist taxation expertise to his clients. This includes not just advising on the relevant structures and transactions, but ensuring that advice provided is fully and correctly implemented at the time and in the years that follow. - Current at 16 September 2015
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This was presented at Businesses on the Move: Relevant Restructuring .

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Individual sessions



Setting the scene - Laying the foundations

Author(s):  John Ioannou,  Murray HOWLETT

Materials from this session:

Further details about this event:

 

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