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Keeping the funds working for you in retirement presentation

Member Price: Free
Non Member Price: $15.00

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 presentation 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
Peter is a Senior Associate in McCullough Robertson's Tax Group. He has extensive experience advising clients in relation to appropriate legal structures for their personal and business interests.He has particular expertise in the area of superannuation including industry and self-managed funds, and in the structuring of trusts. Current at 21 August 2012
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This was presented at My Client the Retiree .

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Keeping the funds working for you in retirement

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