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

Published on 01 Dec 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

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

Author profiles

Andrew Liu FTI
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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Philip Shepherd CTA
Phil is a tax specialist working primarily with middle market corporates and large family groups. Advising clients on a variety of tax issues, his skills and expertise include mergers & acquisitions, tax effective structuring and estate planning strategies. Phil is a Fellow of the Tax Institute and a member of the Institute of Chartered accountants. - Current at 04 September 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:


Further details about this event:

 

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