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Keeping the funds working for you in retirement paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 09 Nov 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

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.

Author profile

Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. - Current at 07 April 2015
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This was presented at My Client the Retiree .

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Estate planning for the retiree

Author(s):  Sean MCMAHON

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Keeping the funds working for you in retirement

Author(s):  Peter VILAYSACK

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Business succession and exit issues

Author(s):  Justin BYRNE

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Superannuation goes boom

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