This paper covers:
- changing control/ownership during lifetime – companies
- trusts – changing control
- passing your nest egg on death
- Bankruptcy Act considerations.
maintenance
Capital Gains Tax (CGT)
Estate planning
Succession
Passing your nest egg on death or earlier
Source: New South Wales
Published Date: 5 Mar 2014
Individual Session
Passing your nest egg on death or earlier
Author(s):
Jennifer Yeo
Materials from this
session:
Details
- Published By: Jennifer Yeo
- Published On:5 Mar 2014
- Took place at:National Australia Bank, Sydney
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.
Tags
Capital Gains Tax (CGT)
Estate planning
Succession
Trusts
Income tax
2014
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