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Setting the scene presentation

Published on 15 Sep 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • no one likes planning for their own death
  • many don’t like planning for retirement
  • family business
  • clients
  • superannuation.

Author profile

Julie Van der Velde CTA
Julie is the principal of a specialised commercial law firm, VdV Legal, and has degrees in Business and in Law and a Masters of Taxation Law. With over 20 years’ experience advising South Australian businesses, her practice focuses on taxation and trust law with an emphasis on business structuring, tax planning, business succession and intergenerational transfers. Julie is The Tax Institute’s SME Chartered Tax Adviser for 2017 and is listed as a recommended tax lawyer and a recommended Wills, Estates and Succession Planning lawyer in Doyle's Guide 2017, 2018 and 2019 - Current at 03 December 2020
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This was presented at 2017 SA Estate & Business Succession Planning Day .

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Individual sessions





Setting the scene

Author(s):  Julie VAN DER VELDE

Materials from this session:

The deal is done – What next?

Author(s):  Brett ZIMMERMANN

Materials from this session:

Further details about this event:

 

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