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Family provision claims and the role of the advisor presentation

Member Price: Free
Non Member Price: $15.00

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 04 Aug 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • how claims work
  • strategies to reduce the likelihood of claims
  • what’s your duty?
  • how to protect yourself.

Author profile

Chris Balalovski CTA
Chris has a career spanning more than 33 years and provides complex commercial as well as legal advice to a broad spectrum of high net wealth individuals and their associated entities. As a taxation and superannuation law specialist, Chris provides high-level accounting and taxation compliance services as well as strategic legal and commercial advice on matters including acquisition, holding and disposal of various assets, derivation of income and incurring of expenses. Chris is the Chairman of the Self-Managed Independent Superannuation Funds Association, which represents the interests of self-managed superannuation funds to Government and authorities. - Current at 25 June 2019
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This was presented at NSW 13th Annual Estate & Business Succession Planning .

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

Individual sessions

What happens when your client owns or controls foreign assets

Author(s):  John BALAZS

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Superannuation & estate planning

Author(s):  Hugh TAYLOR

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Family provision claims and the role of the advisor

Author(s):  Chris Balalovski

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Powers of attorney

Author(s):  Therese CATANZARITI

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Life insurance, estate planning and succession planning – Feast or famine for the tax man?

Author(s):  Jeffrey Scott

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