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Restructuring the family group for an estate plan 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 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the re-organisation of family groups, including companies and trusts, the tricks and traps
  • the availability of tax concession in group reorganisations
  • consideration of consolidation and demergers.

Author profile

Mark West CTA
Photo of author, Mark WEST Mark West, CTA is a qualified as a lawyer, chartered accountant and chartered tax adviser, Mark provides advice across the spectrum of taxes. Mark assists with all legal matters involving taxation law. He advises on appropriate business or investment structures/restructures and on making applications for rulings from the ATO. He assists with tax audits and with related settlement negotiations with the ATO and State revenue authorities. He has acted for clients in tax cases before the Administrative Appeals Tribunal and the Full Federal Court. Mark been listed as a leading tax lawyer in Queensland by Doyles Guide and The Best Lawyers™ in Australia. - Current at 18 January 2024
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This was presented at Estate Planning: Private Client Issues .

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

Individual sessions

Estate planning for melded and blended families

Author(s):  Sean MCMAHON,  Jane BLAKE

Materials from this session:

Restructuring the family group for an estate plan

Author(s):  Mark WEST

Materials from this session:

Testamentary trusts

Author(s):  Laura HANRAHAN

Materials from this session:

Family law and estate planning

Author(s):  Justine WOODS

Materials from this session:

Family provision applications

Author(s):  John DE GROOT

Materials from this session:

Super death benefits

Author(s):  Lyn FORMICA

Materials from this session:

Further details about this event:

 

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