Succession and governance issues presentation

Published on 17 Sep 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Failing to plan is planning to fail. This presentation looks at common issues encountered by family businesses including succession planning and tax risk management, and provide practical strategies which can be adopted for your clients.

This presentation covers:

• planned and unplanned exits from business – succession, sale and death
• interaction of succession planning with estate planning
• tools to achieve your client’s goals:
  • buy/sell agreements and funding considerations
  • shareholder and Unitholder Agreements
  • will clauses
• corporate and trust governance issues
• tax risk management:
  • ATO hotspots
  • practical strategies to improve client’s position should audit occur
  • strategies to defend ATO audits.

Author profile

Kale Rigano CTA

Kale Rigano heads Norman Waterhouse's Taxation and Wealth Management Team advising clients from a broad range of tax profiles in relation to state, federal and international tax matters, and assists clients in business structuring, superannuation and estate and succession planning. - Current at 16 June 2016

More by Kale RIGANO

• Professional practice structures: Setting the scene paper - 25-July-2014
• Succession and governance issues paper - 17-September-2012
• From questionnaire to assessment – Tips in defending your client’s position during audit paper - 10-March-2011
• Structuring transactions utilising stamp duty exemptions and exceptions paper - 08-April-2010

Click here to expand/collapse more articles by Kale RIGANO.