2005

13th National Tax Intensive Retreat: Preserving Wealth for Future Generations

Source: National

Published Date: 1 Dec 2005

 
This event was originally held on 25 to 27 August 2005. A repeat event was held on 1 to 3 December 2005.

The theme was succession planning, preserving and passing the family wealth to the next generation. This is a topic of increasing importance as the value built up in entities by, in particular, the baby boomers is to be transferred to the next generation. The traps and pitfalls are many and our team of expert and experienced presenters identified those obstacles and suggested the ways and means of avoiding or overcoming them.

The range of succession strategies considered is impressive - the role of superannuation, trusts, companies, the impact of bankruptcy, family breakdown and for that growing group of people who have lived as expatriates for much of their working life, return to Australia for retirement.

Session 1 and 2 workshops

Materials from this session:

Successful succession for success

Author(s): Peter Bobbin

Keeping it in the company

Author(s): Peter J Mcknoulty

Session 3 and 4 workshops

Materials from this session:

Wealth protection issues for clients with risk profiles: a family law perspective

Author(s): Martin Bartfeld

Wealth protection issues for clients with risk profiles

Author(s): Gary Bigmore

International aspects of succession planning for high wealth individuals

Author(s): Denise Honey , Kelvin Boyd , Cj Chan

Effective strategies for using superannuation in succession planning

Author(s): Paul Banister

Session 7 workshop

Materials from this session:

Details

  • Published On:1 Dec 2005
  • Took place at:Sheraton Noosa Resort, Sunshine Coast

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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