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Tax Effective Wealth Ceation

Published on 07 Sep 2016 | Took place at Tattersall's Club, Brisbane, QLD

This event covered the following:

  • comparison of wealth creation strategies and how they interact
  • superannuation - changes from the Federal Budget and the plans to combat them
  • handing control to the next generation
  • family trusts, superannuation and estate planning.

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

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Individual sessions

How to build a high net worth individual - Succession and transition planning

Author(s):  Peter J MCKNOULTY

This paper covers:

  • the importance of creating wealth outside of the business
  • asset protection
  • ways of separating business and non-business assets
  • trust cloning and trust splitting
  • sale of assets and use of concessions
  • interposing a holding company
  • the unspoken issues in succession planning.
Materials from this session:

Superannuation - What’s still good, and how to achieve it

Author(s):  Lyn FORMICA

This paper covers 2016/2017 Federal Budget - superannuation.

 

Materials from this session:

Investment and wealth creation strategies

Author(s):  Mark REYNOLDS

This paper covers:

  • why has superannuation become so popular
  • discretionary trusts
  • use of companies.
Materials from this session:

Superannuation and family trusts: Specific estate planning techniques

Author(s):  Scott WHITLA

This paper covers:

  • changes to superannuation
  • taxable v non-taxable superannuation components
  • reversionary pensions v life estate pensions
  • family trusts.
Materials from this session: