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Trusts for children: Passing family wealth to the next generation – Case study & suggested solutions paper

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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 14 Feb 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers case studies & suggested solutions on trusts for children.

Author profiles

Igor Brunoli
Igor is a business services and private clients manager at Pitcher Partners SA Pty Ltd, specialising in commercial and taxation outcomes for his clients. During his time in the industry Igor has developed advisory skills applicable to a wide spectrum of industries and fields, in particular in the areas of goods and services tax and capital gains tax. Igor has a particular interest in effective tax structuring of private business groups. - Current at 15 February 2018
Andrew Liu CTA
Andrew, is a tax manager at Pitcher Partners SA, dedicated to exceeding client expectations, maintaining strong working relationships with clients to gain their trust and respect. Andrew has worked across industries including property, manufacturing, retail, mining and medical. His skills and expertise include tax structures, tax effective accounting and taxation of trusts. - Current at 01 October 2019
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Trusts for children: Passing family wealth to the next generation – Case study & suggested solutions

Author(s):  Igor Brunoli,  Andrew Liu

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