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Succession planning issues seminar 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 16 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers the following issues:

  • Will structuring and testamentary trusts
  • why a Will is not enough
  • family trust election issues
  • impact on small business CGT concessions.

Author profile

Daniel Butler CTA
Photo of author, Daniel BUTLER Daniel Butler, CTA, is one of Australia’s leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 40 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the Tax Institute’s National Superannuation Committee and is involved with a number of other tax and SMSF committees and discussion groups. Dan also presents on the subject Taxation of Superannuation at the University of Melbourne’s Master of Laws/Tax program. Dan is also a Specialist SMSF Advisor. - Current at 15 January 2025
Click here to expand/collapse more articles by Daniel BUTLER.

 

This was presented at Trust Planning .

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

Individual sessions

Trust deed traps

Author(s):  Rob JEREMIAH,  Zena HERR

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Cleaning up loan accounts

Author(s):  Theo SAKELL

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Trust distributions

Author(s):  Michael JONES

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Succession planning issues

Author(s):  Daniel BUTLER

Materials from this session:

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