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The current landscape 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 12 Nov 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Mead v Lemon
  • Hancock v Rinehart
  • Mercanti v Mercanti
  • Ioppolo v Conti
  • Munro v Munro.

Author profile

Jamie O'Donnell CTA
Jim is a Partner of Jackson McDonald Lawyers in the tax and succession arm of their corporate and commercial team. Jim has nearly 25 years professional experience. He advises and represents a wide range of clients including high net worth families and professionals, SME business structures and not for profit entities with respect to trusts, succession planning, deceased estates, SMSFs, property development and transactions, legal structuring and asset protection. He advises on all areas of Federal and State taxation. Jim holds various degrees and qualifications, including a Masters of Taxation, a Bachelor of Laws, a Bachelor of Commerce (Accounting major) and an Advanced Certificate of Public Administration. Jim is a CTA of The Tax Institute. He served on the WA State Council 2015-2018. Jim is also the Vice Chair and immediate past Chair of STEP WA and is the Secretary of STEP Australia. Jim is also currently serving on a working group with the Law Society of Western Australia to set up a specialist accreditation programme for Wills and Estate Practitioners in WA. - Current at 18 August 2021
Click here to expand/collapse more articles by Jim O'DONNELL.

 

This was presented at Estate Planning Day .

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Individual sessions

The current landscape

Author(s):  Jim O'DONNELL

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“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

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Estate planning and superannuation

Author(s):  Jemma SANDERSON

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Insurance funding & succession planning

Author(s):  Geoff IVANAC

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Passing control of relevant entities on death or legal disability - A holistic approach

Author(s):  Jocelyne BOUJOS

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