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Trusted 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 05 Aug 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is our offer?
  • mapping the route to your destination…
  • family wealth foundations.

Author profile

Michael Perkins
Michael is a Partner at the boutique private client firm of Perkins Fahey located in Sydney, where he assists his clients create and manage multi-generation wealth management and succession strategies. Michael also works for entrepreneur-driven and family businesses committed to managing family wealth across generations. He remains a Lecturer in Estate Planning at the University of Technology, Sydney and Charles Sturt University and a lecturer for Estplan Pty Limited. Michael is a contributing author of Estate Planning: A Practical Guide for Estate and Financial Services Professionals (LexisNexis 4th edition March 2015) and a contributing author to the text Financial Planning in Australia 6th Edition (6th Edition LexisNexis November 2014). - Current at 24 September 2015
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This was presented at NSW 12th Annual Estate & Business Succession Planning .

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

Individual sessions

Post retirement living - Getting the best for your clients (Part 2)

Author(s):  Louise BITI

Materials from this session:

Retired and moving overseas - What are the tax issues

Author(s):  Robert Campbell

Materials from this session:

Retirement living - Getting the best for your clients part 1 - The landscape

Author(s):  Scott McGill

Materials from this session:

It ain’t over ‘til its over

Author(s):  Therese CATANZARITI

Materials from this session:

The trusted adviser a facilitator and gate keeper for the client

Author(s):  Michael Perkins

Materials from this session:

Worried about passing assets to your children?

Author(s):  Peter BOBBIN

Materials from this session:

Tax issues within deceased estates

Author(s):  Andrew FRANKLAND

Materials from this session:

Further details about this event:

 

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