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NSW 13th Annual Estate & Business Succession Planning
Published on 04 Aug 2016 | Took place at Sofitel Sydney Wentworth, Sydney, NSW
This event covered the most topical and important areas of estate and business succession planning including:
- superannuation and estate planning
- family provision claims and the role of the advisor
- business succession planning and family business structures
- life insurance, estate and succession planning - feast or famine for the tax man
- what happens when your client owns or controls foreign assets?
- case law and practical issues arising in relation to powers of attorney
- death, divorce & business: a hypothetical
- connecting factors
- death & taxes
- some planning issues
- others matters.
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- payment of death benefits
- death benefit nominations
- litigation
- unique position of self-managed superannuation funds
- pension reversions v. death benefit nominations.
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- how claims work
- strategies to reduce the likelihood of claims
- what’s your duty?
- how to protect yourself.
- enduring power of attorney
- termination
- attorneys
- enduring power of attorney
- challenge attorney – during life
- restrictions.
- life insurance policy structure
- types of life insurance
- not covered by life insurance
- ownership & taxation of life insurance outside super.
Get a 20% discount when you buy all the items from this event.
Individual sessions
What happens when your client owns or controls foreign assets
Author(s):
John BALAZS
This paper covers:
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Superannuation & estate planning
Author(s):
Hugh TAYLOR
This paper covers:
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Family provision claims and the role of the advisor
Author(s):
Chris Balalovski
This presentation covers:
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Powers of attorney
Author(s):
Therese CATANZARITI
This presentation covers:
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Life insurance, estate planning and succession planning – Feast or famine for the tax man?
Author(s):
Jeffrey Scott
This presentation covers:
Materials from this session:
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