Tax Aspects of Estate Planning: A One Day Masterclass
Date
25-03-2020About the eBook
Tax and the Estate Planning Toolbox The tax landscape is constantly evolving and the challenges facing advisers continue to grow. This morning’s sessions are designed for lawyers and accountants seeking to deepen their knowledge of estate planning tax issues. Highlights include recent changes to the taxation of testamentary trusts, tax consequences of life interests and keeping funds in super through reversionary pensions.
The tax challenges involved with business succession can be complex, and clients expect their advisers to be ahead of the curve. This afternoon’s sessions will allow you to learn directly from the experts on the latest and greatest issues affecting business succession, including the effective use of buy-sell agreements, restructures of family trusts, and disposal of the family business after death.
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The Faculty
Patrick Huang, Senior Associate, Coleman Greig Lawyers, Sydney
Graeme Colley, Executive Manager, SMSF Technical Private Wealth, SuperConcepts, Sydney
Laura Spencer, Senior Associate, Sladen Legal, Melbourne
Phillip McGowan, Partner, McCullough Robertson Lawyers, Sydney
Raymond Lim, Solicitor-Director, TEP Legal, Sydney
Peter Kramer, Senior Associate, Bartier Perry Lawyers, Sydney
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Officer, Natasha De Paola on (03) 8601 7721 or email: [email protected]