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Introductory estate planning - the end justifies the means
Published on 20 Nov 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This powerpoint presentation provides an overview of estate planning, focuses on: the holistic approach to estate planning, tax effective and asset protection structures, common estate planning mistakes, maximising the value of your estate upon death.
Author profile
Peter HOGAN
Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.Current at 25 September 2003
This was presented at All You Need To Know About Estate Planning .
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Individual sessions
Introductory estate planning
Author(s): Peter HOGANMaterials from this session:
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Assets owned by individuals/trustees of discretionary trust
Author(s): Greg GANZMaterials from this session:
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Superannuation and estate planning
Author(s): Andrew SKINNERMaterials from this session:
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Business succession planning
Author(s): Peter BOBBINMaterials from this session:
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Principles of estate planning
Author(s): Andrew FRANKLANDMaterials from this session:
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