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Business and Estate Planning

Published on 28 Oct 2003 | Took place at Hawthorn Receptions, Hawthorn, VIC

The good news for tax advisers is that there is life after tax reform! Even better news is that it's in an area that clients really appreciate - helping them put together a forward plan for both their business and personal estate. With an aging population, the area of estate and business succession planning is certainly well placed to grow enormously in future years. Accordingly, now is the time to begin the planning process with clients.

This Estate and Business Succession Planning seminar took a fresh look at some of the many complex issues confronting a practitioner dealing with estate and business succession planning issues.

Particular emphasis was placed on recent developments and new cutting edge structures and strategies. Case studies were used extensively as a tool to provide real life practical examples. A final word - don't leave this planning process for clients too late - the rewards are available for those client situations that can be dealt with now!

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):  Michael FLYNN This seminar paper covers the following issues:
- drafting a tax effective will
- identification of assets, liabilities and beneficiaries
- enduring powers of attorney, guardianship and advance medical directives
- 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: