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Business succession planning - making sure it survives even if you don't

Member Price: $57.00
Non Member Price: $75.00

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Published on 20 Nov 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This seminar paper discusses business succession planning, with a focus on: the interaction of business planning and estate planning, how to structure a tax effective business succession plan?, buy and sell option agreements, what is the current state of play, what are the stamp duty issues?

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 09 July 2025
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This was presented at All You Need To Know About Estate Planning .

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Individual sessions

Introductory estate planning

Author(s):  Peter HOGAN

Materials from this session:

Assets owned by individuals/trustees of discretionary trust

Author(s):  Greg GANZ

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Superannuation and estate planning

Author(s):  Andrew SKINNER

Materials from this session:

Business succession planning

Author(s):  Peter BOBBIN

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Principles of estate planning

Author(s):  Andrew FRANKLAND

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