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Post retirement living - The best for your clients video


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Member Price: $74.25
Non Member Price: $90.75

Publication date: 05 Aug 15 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This video is a filmed session from NSW 12th Annual Estate & Business Succession Planning Day, PowerPoint slides are incorporated with the presentation.

This video covers:

  • retirement villages & “serviced apartments”
  • approved aged care
  • community care packages
  • how they impact the estate
  • what’s the commercial structure and the landscape? How do they form the operator or providers view.

Purchase individual materials from this session:

Estate Planning Video Package
Author(s):  Adrian ABBOTT,  Kevin J MUNRO

Material from this session:

Author profiles

Scott McGill CTA
Scott McGill, CTA is a Partner at Pitcher Partners Sydney where he focuses on taxation, business, structuring and succession issues for a wide range of clients including high net worth and large private SME’s. He is closely engaged in the property industry across income tax, GST and state taxes and actively involved number of technical forums including the Property Council, Retirement Living Council and CAANZ taxation working groups. Scott does not shy away from complex issues or disputes and has a reputation for achieving commercial outcomes. - Current at 04 July 2023
Click here to expand/collapse more articles by Scott McGill.
Louise Biti
Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to give advice on aged care and other related matters. Louise is one of the pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way you want where you want. Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards and is a member of the Aged Care Financing Authority which is a government statutory committee providing advice to the Minister on the funding and viability of aged care sector. Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist Adviser™, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser. - Current at 11 February 2020
Click here to expand/collapse more articles by Louise BITI.
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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