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Restructuring the family group for an estate plan presentation
Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- the re-organisation of family groups, including companies and trusts, the tricks and traps
- the availability of tax concessions in group reorganisations
- consideration of consolidation and demergers.
Author profile
William Shew CTA
Bill joined Grant Thornton in October 2004 after having run his own successful Business Advisory practice. Prior to this he was a partner in a Chartered Accounting firm. Bill now heads the Privately Held Business Services Team and in this capacity sits on a number of National Committees. Bill has 20 years’ experience in the profession. - Current at 06 January 2012
This was presented at Estate and Succession Planning .
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Individual sessions
Testamentary trusts paper
Author(s): Denis BARLINMaterials from this session:
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Family trusts: Successful succession
Author(s): Bernie O'SULLIVANMaterials from this session:
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Important changes to the Law of Wills and succession in NSW
Author(s): Ramena KAKOMaterials from this session:
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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 NEEDHAMMaterials from this session:
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Estate planning for business owners
Author(s): Louise BITIMaterials from this session:
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Restructuring the family group for an estate plan
Author(s): Bill SHEWMaterials from this session:
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Business succession planning – Buy/sell agreements
Author(s): Chris TSOVOLOSMaterials from this session:
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Super death benefits
Author(s): Mark WILKINSONMaterials from this session:
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