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From Business to Beaches: Wealth & Tax Planning for Business Succession
Published on 28 Oct 2005 | Took place at Old Swan Brewery, Perth, WA
Considerable wealth is being generated in privately owned and managed businesses without a clear direction for future retirement or succession. Proactive thinking is required to facilitate a future transfer to the successor owners, either within the family or otherwise.
Because of the central role income tax plays in succession planning, the principal focus of the seminar-workshop was dedicated to providing participants with practical knowledge of important income tax planning considerations which should take place both before and during the succession process, however, the seminar-workshop also examined a number of key non-tax matters.
Individual sessions
Trusts
Author(s):
Ken SCHURGOTT
This paper and case study covers how to pass on the value in a family trust to the next generation:Materials from this session:
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