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Strategies beyond the will: Preplanning for wealth transfer paper

Member Price: $57.00
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 16 Oct 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what are tax professionals hoping to do with an estate plan?
  • what is causing failures with estate plans?
  • 10 simple questions to see if you are ready
  • strategies for a tax professional.

Author profile

Ross Forrester CTA
Ross Forrester, CTA is the founder of Westcourt Family Business Advisors who assist families manage their business assets both in Australia and abroad. He currently sits on The Tax Institute’s National SME Tax Technical Committee and he is the Vice-Chair of The WA State Council for The Tax Institute. Ross is also the South East Asian Chair for Geneva Group International’s Tax Practice Group. - Current at 05 December 2022
Click here to expand/collapse more articles by Ross Forrester.

 

This was presented at The Client Life Cycle: Challenges and Opportunities .

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Individual sessions

Successfully onboarding new clients and considerations for existing clients

Author(s):  Tinashe Kamangira

Materials from this session:

Strategies beyond the will: Preplanning for wealth transfer

Author(s):  Ross Forrester

Materials from this session:

Resolving tax disputes through constructive engagement with the ATO

Author(s):  Jonathon LEEK,  James Galati

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Elder accounting

Author(s):  Loreena Gillon

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