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Trusted advisor presentation

Published on 05 Aug 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is our offer?
  • mapping the route to your destination…
  • family wealth foundations.

Author profile

Michael Perkins
Michael is a Partner at the boutique private client firm of Perkins Fahey located in Sydney, where he assists his clients create and manage multi-generation wealth management and succession strategies. Michael also works for entrepreneur-driven and family businesses committed to managing family wealth across generations. He remains a Lecturer in Estate Planning at the University of Technology, Sydney and Charles Sturt University and a lecturer for Estplan Pty Limited. Michael is a contributing author of Estate Planning: A Practical Guide for Estate and Financial Services Professionals (LexisNexis 4th edition March 2015) and a contributing author to the text Financial Planning in Australia 6th Edition (6th Edition LexisNexis November 2014). - Current at 24 September 2015
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This was presented at NSW 12th Annual Estate & Business Succession Planning .

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

Individual sessions






Tax issues within deceased estates

Author(s):  Andrew FRANKLAND

Materials from this session:

Further details about this event:

 

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