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3rd Annual Estate & Business Succession Planning Intensive

Published on 22 Oct 2003 | Took place at The Menzies Hotel, Sydney, NSW

This Annual Intensive Estate and Business Succession Planning seminar takes a fresh look at the many complex issues confronting a practitioner today.

All the stages of the estate and business planning process will be examined in detail by our leading panel of expert presenters. Particular emphasis will be placed on recent developments and new cutting edge structures and strategies.

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

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Individual sessions

Business Succession Planning

Author(s):  Ian ESDAILE

This seminar paper covers the following issues:

  • structuring of the business succession plan
  • funding the exit, including Division 7A issues and traps
  • structuring for non-family buyouts
  • superannuation funding and use of insurance
  • CGT implications - ATO statement of principles
  • wills and the business succession strategy
  • dealing with assets in companies and trusts
  • maximising benefits of CGT small business concessions
  • indirect taxes - GST and stamp duty.

The author presented a previous version of this paper at the 3rd Annual Estate & Business Succession Planning Intensive held in Sydney on 22 October 2003. That paper was also presented by Craig Holland at the Business and Estate Planning seminar held in Melbourne on 28 October 2003.

Materials from this session:

The Estate Planning Process - Timeline

Author(s):  Richard NEAL Topics briefly covered in this powerpoint presentation include:
- Drafting a tax effective Will
- Identification of assets, liabilities and beneficiaries
- Enduring powers of attorney, guardship and advance medical
- Applying for probate
- When and how to use testamentary trusts effectively
- Executor's duties and liabilities
- Procedure for administration of estates
- Date of death tax return for the deceased and tax returns for the estate; implications for executor and beneficiaries

Materials from this session:

Superannuation and Estate Planning

Author(s):  Stephen HEATH Topics covered in this seminar paper include:
- the role of superannuation in estate planning
- contribution strategies
- complying pensions and allocated pensions
- commutation of pensions
- tax implications on death for the superannuation fund - deductions available for insurance, contributions tax refund.

This paper is an updated version of a paper presented by Stephen Heath at the 3rd Annual Estate & Business Succession Planning Intensive held in Sydney on 22 October 2003. This paper was also presented by Bernie O'Sullivan at the 5th Annual Estate & Business Succession Planning Intensive held in Sydney on 19 November 2004.

Materials from this session:

Asset Protection and Estate Planning

Author(s):  Chris TSOVOLOS Topics covered in this seminar paper include:
- Asset protection strategies and structures
- Asset protection - divorce and family law
- Discretionary trust assets
- Family Court powers
- Claims against an estate - contesting a Will

Materials from this session: