TaxBanter Nov 2024 Online Special topic: Estate planning - planning for a better tax outcome

Our monthly Special Topic presentations are practical, yet detailed analyses of specific areas of tax law or practice.

Our Online Special Topic sessions, meant to accompany our Tax Updates, are an in-depth look at topical matters frequently encountered by tax professionals.

Each month we carefully select these topics based on current happenings in the industry and government. Each session is supplemented by a comprehensive technical paper and relevant case studies for maximum understanding.

Price

Individual - $210
Team - $630 (up to 6 team members)

If you wish to purchase a team registration, please create an account and login.

Date & Details

Wednesday, 14 Novemeber 2024

Time
11:00am - 12:30pm AEST (NSW, VIC, QLD,ACT, TAS)
10:30am (SA & NT)
9:00am WA

What we cover

Estate planning: Planning for a better tax outcome

Asset protection (and tax) is foremost when considering strategies for accumulating and holding assets. Planning for how those assets are to be transferred to the next generation requires consideration, not only of likely tax consequences, but also of strategies to guard against disputes. This session will cover the tax implications of various estate planning strategies for dealing with:

  • the family home / holiday house
  • superannuation interests
  • loans to family members
  • bequests of valuable assets
  • control of the family business

TaxBanter Senior Trainer

TaxBanter are  Australia's leading experts in personalised tax training. 

Webinar

TaxBanter Nov 2024 Online Special topic: Estate planning - planning for a better tax outcome

13 November 2024 - 13 November 2024

Webinar

$210