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Successful succession planning paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 23 Aug 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

One very important aspect of any business structure is the effectiveness with which the business or structure can be passed on to the next generation.

 In this paper, Ken Schurgott covers:

  • The role of the adviser
  • Succession planning techniques for partnerships, trusts and companies
  • Utilising superannuation in succession planning
  • Updating estate and succession planning documents when restructuring
  • Family disputes, family provision and mutual wills.

Author profile

Kenneth Schurgott CTA-Life
Ken is a Solicitor and Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 06 July 2022
Click here to expand/collapse more articles by Ken SCHURGOTT.

 

This was presented at 45th Western Australia State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Part IVA: Where to from here?

Author(s):  Tom Thawley

Materials from this session:

Dealing with Division 7A disasters

Author(s):  Paul SOKOLOWSKI,  Kaitilin LOWDON

Materials from this session:

The ship of Theseus and other trust perplexities

Author(s):  Fiona DILLON

Materials from this session:

Taxation of trusts tug-of-war

Author(s):  Jonathan ILBERY

Materials from this session:

Superannuation - Consulting the compass

Author(s):  Sharyn LONG

Materials from this session:

Risky business: How not to get sued (and what to do if you are sued)

Author(s):  Fiona HALSEY

Materials from this session:

Successful succession planning

Author(s):  Ken SCHURGOTT

Materials from this session:

Corporate conundrums

Author(s):  Paul ABBEY,  Andrew Tran,  Matthew Budge

Materials from this session:

Philanthropy: Tax planning and sustainable giving

Author(s):  Peter DOWLING

Materials from this session:

What to look for when your client chooses to send employees to work overseas

Author(s):  Ben TRAVERS,  Dan HODGSON

Materials from this session:

Further details about this event:

 

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