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Strategies beyond the will: Preplanning for wealth transfer 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 16 Oct 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • are our wealth transfer plans working?
  • what are the common causes of a failed wealth transfer?
  • strategies to make sure the wealth transfer works as intended
  • avenues for tax professionals to ensure the wealth transfer goes as intended before it becomes a problem.

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
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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

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Strategies beyond the will: Preplanning for wealth transfer

Author(s):  Ross Forrester

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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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