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Estate planning essentials

Member Price: Free
Non Member Price: $15.00

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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 15 Oct 02 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses the importance of estate planning, how to structure a tax effective will, the advantage of testamentary trusts and how to use them effectively, the role of the tax adviser in estate planning and latest developments.

Author profile

Chris Tsovolos FTI
Chris Tsovolos, FTI is focused on delivering private client services to families, individuals and privately held businesses across a range of personal and commercial tax issues. His clients rely on his strategic approach to personal and business succession planning, wealth protection and asset structuring. He also has significant experience in assisting clients with asset protective structuring and taxation planning and structuring. In respect of taxtion law, Chris also assists clients in dealing with ATO audits and reviews, including lodging objections and appeals against ATO assessments and NSW State Revenue Office determinations. Chris has lectured for Western Sydney University and regularly presents for the Chartered Accountants Australia and New Zealand, Tax Institute of Australia, Australian Society of Certified Practising Accountants and other associations in respect of topics that are part of the core areas of his practice. - Current at 02 November 2023
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This was presented at Death and Taxes - The Only Two Certainties .

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Individual sessions

Estate planning essentials

Author(s):  Chris TSOVOLOS

Materials from this session:

Tax implications on death

Author(s):  Yvette PIETSCH

Materials from this session:

Superannuation and estate planning - the fund

Author(s):  Andrew SKINNER

Materials from this session:

Superannuation and estate planning - benefits

Author(s):  Mark WILKINSON

Materials from this session:

Business estate/succession planning

Author(s):  Michael SCHNEIDER

Materials from this session:

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