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Passing assets to the next generation paper

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Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • trusts
  • companies
  • personally inter vivos or via will
  • planning points.

Author profile

Judith Choate FTI
Photo of author, Judith CHOATE Judith is the SA Legal Director with KPMG. Judy has practiced in commercial and corporate law and specialised in federal and state tax and revenue law for over 25 years, particularly those areas of tax law that have the most significant impact on corporate and commercial transactions. Her tax and revenue practice is underpinned by her deep understanding of commercial and corporate law, trusts, partnerships and joint ventures. Her contacts and her depth of knowledge and experience in tax and revenue law and practice have positioned her as a trusted source of advice for professional services firms. - Current at 16 June 2016
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This was presented at Estate and Business Succession Planning Day .

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

Materials from this session:

Passing assets to the next generation

Author(s):  Judith CHOATE

Materials from this session:

Business (and family office) restructuring pre-death

Author(s):  Sonia Mascolo

Materials from this session:

Death (deceased estates) - The tax issues within deceased estates

Author(s):  James Blackburn,  Vanessa Stillwell

Materials from this session:

Supercharged! Business succession planning with SMSFs

Author(s):  Tasha NAIGE

Materials from this session:

Further details about this event:

 

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