Single Product

2024 June Case Study: Developing a Tax Efficient Estate Plan

$200.00
- +

Our next case study session presented by Sean Pearce, will cover the below:

    • Dealing with assets owned personally;
    • Dealing with Control of entities;
    • Dealing with assets owned by Companies and Trusts;
    • Issues to consider for Super Fund assets and balances.

Cost:                   $200 per attendee (PAN members vouchers redeemable)
Recorded:          Friday the 7th of March 2024 at 11 am
Duration:           90 Minutes

**This session will qualify for 1.5 hours Structured CPD/CPE for CPA, CAANZ, IPA, TPB and Tax Institute members**

Our recorded Webinar covering the entire presentation together with the notes & slides.

The download contains the following files:

The PowerPoint presentation

The Notes for the case study (PDF)

The solutions for the case study, if relevant (PDF)

**** Please note that once purchased, a link to the webinar will be sent to you in a separate email. *****

 

(Please note, the webinar will be available online within 2 working days of the session.)

Please RSVP by no later than Friday, 31 May by clicking here or contact Sarah Watkins on 08 9481 8448.