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Integrated Estate and Financial Planning Day
Published on 03 Jun 2002 | Took place at Royal on the Park, Brisbane, QLD
This seminar provides an overivew of estate planning, discusses will drafting tips and traps, asset protection divorce and family law, succession planning restructuring and buy and sell agreements, practical strategies to optimise benefits and minimise dangers, and superannuation complying income streams.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Overview of estate planning: the end justifies the means
Author(s):
John DE GROOT
This seminar paper discusses the holistic approach to estate planning, tax effective and asset protection structures, common estate planning mistakes, maximising the value of your estate upon death, trends in estate planning and advice, and testamentary trusts.
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Will drafting tips and traps
Author(s):
Ronald E WHITNEY
This seminar paper discusses will drafting, including: understanding assets and other issues, proactive issues, protection of assets from family provision claims, and common drafting errors.
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Practical strategies to optimise benefits & minimise danger
Author(s):
B.E BENDZULLA
This powerpoint presentation discusses recontribution strategies, commutation of pensions, superannuation surcharge deferral, lifetime pensions for RBL purposes, lifetime pension for Centerlink purposes, Federal Government proposals.
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Succession planning, restructuring & buy & sell agreements
Author(s):
Greg CAHILL
This seminar paper discusses: put/call vs mandatory agreements, ownership of policies - CGT traps, use of superannuation policies, CGT implications - ATO statement of principles, use of wills as part of business succession strategy, maximising benefit of CGT small business concessions.
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Superannuation complying income streams
Author(s):
Chris WYETH
This powerpoint presentation asks: should complying income streams be first choice or last resort, for richer or poorer - who can use them, how to avoid unintended financial and estate planning traps in using complying income streams. Case studies on the topic are also reviewed.
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