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Estate and Succession Planning Intensive

Published on 24 Sep 2008 | Took place at Hyatt Regency Hotel, Perth, WA

This event was intended for tax practitioners, accountants, lawyers and financial planners who have clients concerned about how their wealth passes to the next generation.

As a result of Australia’s aging population the market for good estate and succession planning advice has grown considerably in recent years and this growth is expected to continue in the years ahead. This seminar provided practitioners with an excellent opportunity to further refine their skills and learn about the new cutting edge strategies and developments in this area. The emerging planning opportunities for clients mean that maintaining knowledge in this area is crucial. This event covered both the planning opportunities for individuals and businesses. Important issues such as the use of testamentary trusts, superannuation death benefits, restructuring for succession and buy/sell agreements were examined.

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

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Individual sessions

Estate planning & superannuation

Author(s):  Jemma SANDERSON Corporate Club Series

This paper covers:

  • the role of super in estate planning
  • tax implications for super on death
  • binding death benefit nominations
  • pre-death strategies
  • deductions available for insurance and contributions tax refund.
Materials from this session:

Testamentary trusts

Author(s):  Bernie O'SULLIVAN Corporate Club Series

This paper covers:

  • communicating with your client
  • taxation advantages of testamentary trusts
  • asset protection advantages of testamentary trusts
  • structuring alternatives
  • trustee powers.
Materials from this session:

Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN Corporate Club Series

This paper covers:

  • who controls family trusts?
  • a brief look at options for succession
  • dealing with disputes
  • do letters of wishes work
  • does the adviser have a role
  • should you amend the trust deed now?
Materials from this session:

The business buy sell

Author(s):  Tim PEPPER Corporate Club Series

This paper covers:

Corporate Club Series

  • business succession planning
  • how to identify prospects?
  • the funding
  • the agreement
  • the insurance policy
  • tax implications
  • implementation.
Materials from this session:

Claims against the estate (warnings for executors)

Author(s):  Craig MCKIE Corporate Club Series

This paper covers the types of claims an executor may face or need to manage:

  • validity of the will
  • "Inheritance" Act claims
  • creditor claims
  • family law claims
  • settlement of a dispute - taxation considerations.
Materials from this session:

Financial agreements

Author(s):  Andrew DAVIES Corporate Club Series

This paper covers:

  • financial agreement legislation
  • requirements to make an agreement binding
  • circumstances to use an agreement
  • setting aside financial agreements
  • the role of the accountant.
Materials from this session: