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Business succession planning paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Mar 08 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper focuses on the importance of having a succession agreement and what the agreement should contain. In addition, it covers:

  • helping clients plan for business succession
  • legal issues surrounding succession agreements, including shareholders and partnership agreements
  • transaction tax issues.

Author profile

Craig McKie CTA
Photo of author, Craig MCKIE Craig's areas of specialisation include personal estate planning, business succession planning, trusts, commercial law for family businesses, estate administration including disputed estates. Craig has 27 years' experience in legal and commercial positions including 7 years overseas in the trust and financial services industry. Positions held by Craig have included a solicitor for a large law firm, in-house counsel and director of a Bank trustee company and a partner of a specialist tax law firm. Craig is currently in sole practice. Craig graduated from The University of Western Australia in 1984 and has been a solicitor since 1985. Memberships include the Tax Institute of Australia, the Law Society of WA, Society of Trust and Estate Practitioners and Craig is on the Roll of Solicitors, England. - Current at 05 December 2012
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This was presented at Business Succession Planning .

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Individual sessions

Insurance, funding and superannuation aspects of business planning

Author(s):  Ian WICKENS

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Business succession planning

Author(s):  Craig MCKIE

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