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Dealing with blended families as part of 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 17 Sep 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Note: This paper is an updated version of the paper presented at the National Convention in March 2009 held in Sydney.

With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise, including:

  • the different approaches to structuring a will
  • dealing with superannuation death benefits
  • passing control of discretionary trusts.

 

Author profiles

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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Reagan Gruenthal
Reagan Gruenthal is Microsoft’s Head of Tax for Australia & New Zealand. He leads compliance, advisory, and controversy matters for the region, partnering with the business to manage risk, support growth, drive efficiencies from use of AI and ensure robust governance. He also is involved in Microsoft's Frontier Finance and Tax Innovation initiatives which develop and showcase AI projects in Microsofts Tax and Finance team. Previously, Reagan spent 16 years in EY’s Tax Controversy practice and law firms, advising on audits, reviews, and complex disputes, and negotiating practical resolutions with revenue authorities. - Current at 19 March 2026
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This was presented at Estate Planning Intensive .

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

Individual sessions

Estate planning & superannuation 2009

Author(s):  Jemma SANDERSON

Materials from this session:

Dealing with blended families as part of succession planning

Author(s):  Daniel FRY,  Reagan GRUENTHAL

Materials from this session:

Kennon v Spry and successful succession of family trusts

Author(s):  William SLOAN

Materials from this session:

Testamentary trusts

Author(s):  Adam LEVIN

Materials from this session:

Further details about this event:

 

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