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Trusts for Children: Strategies for transferring assets to the next generation presentation


This presentation covers:

  • case study – background
  • the steps in practice
  • estate planning strategies
  • special disability trusts.

Author profiles

Philip Shepherd CTA
Phil is a Director at KPMG and a tax specialist working primarily with middle market corporates and large family groups. With over 13 years of experience providing tax advice to domestic and international groups, Phil has a passion for seeing global businesses thrive in South Australia. Phil has a broad skillset which includes advising significant global entities on tax risk management, structuring private groups for divestment or IPO and developing succession and estate planning strategies for high net worth families. Phil is a Chartered Tax Advisor and a member of the Institute of Chartered Accountants. - Current at 11 January 2021
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Andrew Liu CTA
Andrew, is a tax manager at Pitcher Partners SA, dedicated to exceeding client expectations, maintaining strong working relationships with clients to gain their trust and respect. Andrew has worked across industries including property, manufacturing, retail, mining and medical. His skills and expertise include tax structures, tax effective accounting and taxation of trusts. - Current at 01 October 2019
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This was presented at 2017 SA Trusts Day .

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

Individual sessions

The ATO on trusts

Author(s):  Simon HAINES

Materials from this session:

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