Single Product

November 2016 – Passing Family Wealth to the Next Generation

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Presented by Sean Pearce and Chris Schoeman, this 90 minute MKT Tax Session took place in November 2016.

In this session, Sean and Chris will discuss issues including:

  • Dealing with the issues of control when leaving assets to the next generation.
  • What happens on death to assets owned personally?
  • Dealing with company and Family Trust owned assets, especially businesses
  • Dealing with superannuation and assets owned by an SMSF on the death of a member.
This download contains the following files:
  • The Webinar file (VLC Media File)
  • The Powerpoint presentation (Microsoft Office 2010)
  • The Notes for the case study (PDF)
  • Appendix 1 (PDF)
  • Solutions for the case study (PDF)