This presentation covers:
- personal and business succession methodology
- transfer under the will
- transfer during lifetime
- no transfer of shares – what else?
- control of the family trust
- family home
- beware Bankruptcy Act.
maintenance
Trusts
2014
Income tax
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
Trusts
2014
Income tax
Succession
Capital Gains Tax (CGT)
Estate planning
Share this page