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Addressing business succession with employees outside of the family using share and option plans presentation

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Non Member Price: $15.00

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Published on 21 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is the rationale?
  • where is it likely to work?
  • valuation issues
  • timing issues
  • compliance issues
  • case study - normal retention of key employees in business situation
  • case study - normal business succession situation.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 09 July 2025
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at An Introduction to Employee Share and Option Plans in a time of Economic Uncertainty – Application to SME Situations .

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Individual sessions

Division 13A: An overview of the regime

Author(s):  Scott TREATT

Materials from this session:

Addressing business succession within the family using share & option plans

Author(s):  Vanessa PRIEST

Materials from this session:

Addressing business succession with employees outside of the family using share and option plans

Author(s):  Peter BOBBIN

Materials from this session:

Start up companies and share & option plans

Author(s):  Peter BEMBRICK

Materials from this session:

Further details about this event:

 

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