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Estate planning for business owners 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 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper considers the importance for business partners to have an effective succession plan in place. This paper covers:

  • buy/sell agreements
  • structuring the funding arrangements
  • considering the relevant trigger events
  • the team of professionals and interactions.

Author profile

Louise Biti
Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to give advice on aged care and other related matters. Louise is one of the pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way you want where you want. Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards and is a member of the Aged Care Financing Authority which is a government statutory committee providing advice to the Minister on the funding and viability of aged care sector. Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist Adviser™, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser. - Current at 11 February 2020
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This was presented at Estate and Succession Planning .

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

Individual sessions

Testamentary trusts paper

Author(s):  Denis BARLIN

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Family trusts: Successful succession

Author(s):  Bernie O'SULLIVAN

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Important changes to the Law of Wills and succession in NSW

Author(s):  Ramena KAKO

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Overview of the Family Provision Act, 1982 and proposed changes to the legislation under the Succession Amendment (Family Provision) Bill 2008

Author(s):  Jane NEEDHAM

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Estate planning for business owners

Author(s):  Louise BITI

Materials from this session:

Restructuring the family group for an estate plan

Author(s):  Bill SHEW

Materials from this session:

Business succession planning – Buy/sell agreements

Author(s):  Chris TSOVOLOS

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Super death benefits

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

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