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Estate and Succession Planning presentation
Published on 28 Apr 21 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers modern estate planning issues and techniques for more complex and/or higher net worth clients.
Author profile
Matthew Andruchowycz CTA
Matthew is a taxation and superannuation specialist. He works primarily with accountants, financial planners, business owners and high net wealth individuals on commercial transactions and taxation and superannuation matters. - Current at 05 August 2019
This was presented at 2021 Barossa Convention .
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Individual sessions
Unique COVID FBT issues
Author(s): Ben TurnerMaterials from this session:
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Corporate residency and private groups
Author(s): Phil ShepherdMaterials from this session:
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Individual Residency, with consideration of COVID implications
Author(s): Danielle EllershawMaterials from this session:
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State tax update
Author(s): Paul INGRAMMaterials from this session:
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ATO Rulings on travel expenses
Author(s): Megan FIELDMaterials from this session:
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CGT Main residence exemption – A look at impacts for foreign residents
Author(s):Materials from this session:
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Lost in (company) losses
Author(s): Sean VAN DER LINDENMaterials from this session:
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Tax Policy and Advocacy Update
Author(s): Robyn Jacobson, Scott TREATTMaterials from this session:
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Opportunities for attracting capital and incentivising staff
Author(s): George HODSON, Fiona StapletonMaterials from this session:
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Professional firm structuring & professional firm allocation of profits
Author(s): Marg Marshall, Paul BANISTER, Gavin FavelleMaterials from this session:
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Estate and Succession Planning
Author(s): Matthew AndruchowyczMaterials from this session:
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Discretionary Trusts – Issues: New and old
Author(s): Julie VAN DER VELDEMaterials from this session:
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The Post-COVID wasteland impacting SME deals
Author(s): Simon HOWMaterials from this session:
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