Trusts for Children: Strategies for transferring assets to the next generation presentation

Philip Shepherd CTA

Philip Shepherd, CTA is a is a tax partner at Arcem Advisory, working primarily with complex family groups and mid-market corporates. During his 17 years in practice in mid-tier and big 4 firms, Phil has advised some of South Australia’s most iconic families, helping them navigate through restructures, divestments, acquisitions, succession planning, international tax structuring and ATO reviews. With a background focussing on in-bound corporate groups, Phil has a passion for seeing global business thrive in South Australia; and local businesses succeed off-shore. Phil is a Chartered Accountant, a Chartered Tax Advisor, and winner of the 2021, SME Tax Advisor of the Year Award. - Current at 04 November 2024

Andrew Liu CTA

Andrew, is a tax manager at Pitcher Partners SA, dedicated to exceeding client expectations, maintaining strong working relationships with clients to gain their trust and respect. Andrew has worked across industries including property, manufacturing, retail, mining and medical. His skills and expertise include tax structures, tax effective accounting and taxation of trusts. - Current at 01 October 2019