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Estate and Business Succession Planning
Published on 04 May 2011 | Took place at Grace Hotel, Sydney, NSW
Many clients of the baby boomer generation are now reaching retirement age. As a result of this and the ageing population, estate & business succession planning continues to grow with an increased demand from clients for good practical advice.
This event offered the opportunity to sharpen your technical skills and familiarise yourself with the latest developments and strategies to assit you in navigating the complex minefild of estate & business succession planning.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Estate planning for self managed superannuation funds
Author(s):
James Proctor,
Helena Gibson
This paper covers:
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Testamentary trusts
Author(s):
Dung LAM
This paper covers:
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Family trusts: Successful succession
Author(s):
Bernie O'SULLIVAN
This paper covers:
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I’m not dead yet! Powers of attorney, enduring guardians, financial management orders and guardianship orders
Author(s):
Therese CATANZARITI
This paper covers:
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Taxation & funding of the business will
Author(s):
Jeffrey Scott
This paper covers:
Materials from this session:
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