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Worried about passing assets to your children? presentation

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

This presentation covers:

  • why are we worried?
  • the blended family is the modern family
  • some statistics
  • your duty
  • what does this mean?
  • structures
  • trust - what do you really have?

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is in his 32nd year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 27 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 16 October 2019
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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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