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| ARGYLE
SYDNEY TAX FORUM |
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| NOTICE
OF MEETING |
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| Date: | Tuesday 7th July 2009 | ||
| Time: | 5:30 pm for 5.45 pm - 7.00 pm finish | ||
| Venue: | Lindsay Room, Argyle Lawyer Pty Ltd | ||
| Level 22, 1 Market Street, Sydney 2000 | |||
| Refreshments will be provided | |||
| Technical | detailed
brief of latest in tax State and Federal |
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| Update | recent
& relevant legislative amendments, rulings and cases |
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| review
of recent issues in financial planning for clients and practitioners |
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| strategic
awareness of current developments and thinking in tax matters |
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| Speaker | Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd | ||
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| TOPIC | MODERN TAX ESTATE PLANNING - WHAT YOU NEED TO KNOW |
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| Speaker | Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd | ||
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In this session you will learn: |
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Learn
why de facto testamentary trusts are now dead in NSW |
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Understand how to implement child maintenance trusts into a BFA | ||
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Examine estate tax management and strategies after Bamford | ||
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Know the extra small business tax relief rules for deaths and estates | ||
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Client control tax from the grave! How, why and whether to do it. | ||
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Structuring investments for maximum tax effect, a how to do this | ||
| * | What is new about testamentary trusts that are important to know | ||
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| RSVP | Yes | ||
| No | |||
| For more information contact Diane Wakim on (02) 8263 6600 or email dwakim@argylelawyers.com.au | |||
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