Keywords:
Issues affecting client profiling, including addressing, lack of accurate information; and historical factors, such as the long term impact of past transactions, elections etc. -- Profiling intended beneficiaries of any plan; -- The importance of not overlooking non-tax profiles ? including, existing debts and family dynamics; -- Reacting to the results of profiling ? including changing the asset pool before apportioning it; -- Efficient use of CGT concessions, including structuring options; and -- Debt forgiveness.