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My Client the Retiree

Published on 09 Nov 2006 | Took place at The Holiday Inn, Surfers Paradise, QLD

As Australia’s ageing population moves into retirement, you will find an increased number of your small business clients moving in a similar direction. This seminar outlined a range of issues that you will need to work through with your client to ensure that their transition into retirement will be with the greatest retention of wealth, and by the most tax effective methods.

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Individual sessions

Estate planning for the retiree

Author(s):  Sean MCMAHON

This paper covers:

  • planning the estate plan
  • family provisions
  • testamentary trusts
  • family law and bankruptcy impacts
  • drafting a tax effective will
  • enduring powers of attorney, guardianship and advanced health directives
  • practical tips and traps.
Materials from this session:

Keeping the funds working for you in retirement

Author(s):  Peter VILAYSACK

This paper covers:

  • useful tax structures for holding investment assets
  • family trusts - tips and traps
  • family and commercial issues to be considered
  • intergenerational transfer - passing on the investments after death
  • trust cloning and splitting - the latest trends.
Materials from this session:

Business succession and exit issues

Author(s):  Justin BYRNE

This paper covers:

  • the business succession plan
  • maximising the benefits under the small business CGT concessions, including updates
  • buy/sell agreements
  • getting cash out of corporate structures
    • share buy backs
    • capital reductions
    • dividends (and dividend access shares)
  • liquidation and demerger strategies
  • consolidation issues.
Materials from this session:

Superannuation goes boom

Author(s):  Chris WYETH

This paper covers:

  • update on the budget night changes
  • latest contribution rules
  • potential strategies pre 1 July 2007
  • implications for remuneration packaging
  • pensions and annuities - what to use when
  • accessing tax free funds in super and pensions
  • balancing super and other investment strategies.
Materials from this session: