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Family Business: Now and into the future

Published on 05 Aug 2016 | Took place at Stamford Plaza, Adelaide, SA

This event covered the following topics:

  • should your clients still use discretionary trusts?
  • tax restructuring of small businesses
  • preserving your estate planning objectives in complex situations
  • estate planning in hindsight
  • distributing your family business income
  • family governance.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Family governance

Author(s):  Judith CHOATE

This paper covers:

  • companies
  • trusts
  • partnerships
  • other mechanisms.
Materials from this session:

Estate planning in hindsight

Author(s):  Andrew Dunncliff

This paper covers:

  • a gift with unintended diminished value
  • liability to non-clients
  • third party “instructions” & undue influence
  • verification of client instructions
  • review of relevant documents
  • considering relevant legislation
  • trusts.
Materials from this session: