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Practical Issues for Succession Planning

Published on 18 Sep 2009 | Took place at Leonda by the Yarra, Hawthorn, VIC

Many of your clients have their wealth invested in superannuation funds, family trusts and/or business entities. These clients need a workable succession strategy in the event of their death. Where clients have tangled personal lives, added complexities arise.

This event identified some of the key planning problems facing clients.

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Individual sessions

Hot issues for succession planning: Superannuation and death

Author(s):  Kim COWIE

This paper covers:

  • how are death benefits taxed?
  • pension or lump sum?
  • commutations and reversionary pensions
  • binding vs non binding nominations
  • pre-death strategies.
Materials from this session:

Passing control of family trusts

Author(s):  Graeme HALPERIN

This paper covers:

  • who really controls family trusts?
  • what are the options for effective transfer of control?
  • do letters of wishes work?
  • what are promises of trust control, income or assets really worth?
  • does the advisor have a role?
  • considerations where the trust owns a business.
Materials from this session:

Demystifying buy-sell agreements

Author(s):  Paul HOCKRIDGE

This paper was first delivered at the 2008 Tasmanian State Convention (17-18 October 2008). This paper covers:

  • what are buy-sell agreements and when are they needed?
  • which model to use
  • the triggering events
  • CGT issues
  • how to make the project quick and simple
  • traps to avoid.
Materials from this session:

Estate planning for blended families

Author(s):  Bernie O'SULLIVAN

This paper covers:

  • life interests, life tenancies and other strategies
  • are mutual wills an option?
  • who should be trustee and what powers should they have?
  • what problems are arising in current court actions?
Materials from this session: