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NSW 12th Annual Estate & Business Succession Planning

Published on 05 Aug 2015 | Took place at Doltone House Hyde Park, Sydney, NSW

This event covered some of the most topical and important areas of estate and business succession planning including:

  • the trusted advisor
  • retired and moving overseas
  • post retirement living
  • binding financial agreement
  • passing assets to your children?
  • tax Issues within deceased estates.

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

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Individual sessions

Post retirement living - Getting the best for your clients (Part 2)

Author(s):  Louise BITI

This paper covers:

  • residential care fees (post 1 July 2014)
  • the accommodation payment
  • means-tested amount (MTA)
  • growing importance of aged care advice.
Materials from this session:

Retired and moving overseas - What are the tax issues

Author(s):  Robert Campbell

This paper covers:

  • main residence land tax & CGT impacts
  • impact on any associated SMSF
  • central management & control of non-Australian companies & trusts
  • basis of assessment going forward - resident vs non-resident; does withholding tax apply?
  • medical support & insurance.
Materials from this session:

Retirement living - Getting the best for your clients part 1 - The landscape

Author(s):  Scott McGill

This paper covers:

  • what are we dealing with?
  • the operators perspective.
Materials from this session:

It ain’t over ‘til its over

Author(s):  Therese CATANZARITI

This presentation covers:

  • challenging a will - probate
  • challenging the estate - family provision
  • challenging the deceased - equity/probate.
Materials from this session:

The trusted adviser a facilitator and gate keeper for the client

Author(s):  Michael Perkins

This paper covers:

  • who is your client?
  • what is your role?
  • adding value to your client
  • what business model should you follow?
  • making sure you get paid.
Materials from this session:

Worried about passing assets to your children?

Author(s):  Peter BOBBIN

This presentation covers:

  • why are we worried?
  • the blended family is the modern family
  • some statistics
  • your duty
  • what does this mean?
  • structures
  • trust - what do you really have?
Materials from this session:

Tax issues within deceased estates

Author(s):  Andrew FRANKLAND

This presentation covers:

  • family/relationship issues
  • asset holding:
    • estate
    • non estate
    • structures
  • business relationships
  • objectives.
Materials from this session: