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Estate and Business Succession Planning Day
Published on 13 Nov 2015 | Took place at Stamford Plaza, Adelaide, SA
This event provided attendees with the opportunity to hear from some of South Australia’s leading specialists address ‘real world’ estate & business succession planning opportunities. The presenters explored the use of testamentary trusts and life interests including how to unwind them; succession planning issues for businesses and families planning to transfer significant assets to their children; tax issues unique to executors of deceased estates; the role of super funds as succession tools and the important role of the ‘trusted advisor’.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Testamentary trusts & life interests
Author(s):
Julie VAN DER VELDE,
Brett ZIMMERMANN
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Passing assets to the next generation
Author(s):
Judith CHOATE
This paper covers:
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Business (and family office) restructuring pre-death
Author(s):
Sonia Mascolo
This paper covers:
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Death (deceased estates) - The tax issues within deceased estates
Author(s):
James Blackburn,
Vanessa Stillwell
This paper covers:
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Supercharged! Business succession planning with SMSFs
Author(s):
Tasha NAIGE
This paper covers:
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