
This self-study course is aimed at providing overview of the tax consequences when an individual reaches the later stages of their life and needs to start arranging their affairs for retirement and eventually their passing. This will look at the tax consequences of retirement and death and provide some insight into how this can be best planned for. There is no one size fits all answer, understand your clients needs by understanding the consequences of their choices.
After completing this course, delegates will have gained an understanding of the competencies mentioned below and must be able to apply the concepts and techniques in most situations and environments:
Topics Discussed:
This course would be useful for all staff who have a responsibility to submit Estate Duty returns. The course will provide guidance with regard to the appropriate valuation techniques that must be used for assets. Any delegate that is looking to get a refresher on the above topics would also be welcome.
All Included:
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Gary Garbutt,
Head of Operations
Biz Facility Pty Ltd
(Registration number: 2011/105349/07)
Mission Statement:
To provide value added skills and tools through superior training and engagement that enables our clients to become more financially skilled.
Our Vision:
To provide practical skills and tools to small and medium business owners and individuals, in order to effectively utilize accounting data to manage their business or area of operation, and to effectively manage their tax obligations, both personally and professionally.
Biz Facility, founded in 2010, was founded to provide practical training interventions to small and medium sized businesses, as well as individuals, to equip clients in managing their business’s and tax affairs more effectively.Biz Facility provides both training and financial services to its clients: