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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 08 Aug 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers the following:

  • structuring the business succession plan
  • funding the exit including Div 7A issues and traps
  • ensuring cash flow in retirement
  • structuring for non-family buyouts
  • wills and the business succession strategy
  • maximising benefits of CGT small business concessions
  • buy/sell agreements.
This paper was originally presented at the ‘Estate Asset & Business Succession Planning’ seminar held in Brisbane on 19 August 2004. It contains some minor updates made for presentation at the ‘Estate Planning’ seminar held in Brisbane on 8 August 2006.

Author profile

Mark Molesworth CTA
Mark Molesworth, CTA, is a tax partner at BDO and a member of The Tax Institute’s SME Technical Subcommittee. Mark has many years of experience in advising taxpayers with respect to all areas of taxation, including CGT, FBT and income tax. He also provides taxation advice to other smaller accounting and legal practices in respect of their clients. - Current at 25 September 2024
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This was presented at Estate Asset & Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Administration of Estate Traps and Tips - Will drafting

Author(s):  Tim WHITNEY

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Superannuation and Estate Planning

Author(s):  Stephen HEATH

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How effective is your will?

Author(s):  John DE GROOT

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Asset Protection & Implications for Estate Planning

Author(s):  Greg CAHILL

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Taxation of Deceased Estates

Author(s):  Neil KANDELAARS

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Taxation Aspects of Business Succession Planning

Author(s):  Mark Molesworth

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