shopping_cart

Your shopping cart is empty

Succession planning for high net worth taxpayers presentation

Member Price: Free
Non Member Price: $15.00

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 19 Oct 07 by THE TAX INSTITUTE

This presentation reviews the issues and strategies relevant to succession planning for high net worth taxpayers. Topics covered in this presentation include:

  • Power of appointment addressed in trust deeds and in Wills
  • Impact of new superannuation measures on succession planning
  • The use and abuse of testmentary trusts including recent developments
  • Use of options to deal with specific assets owned by companies and trusts
  • Tax effective restructuring to achieve succession outcomes
  • CGT and stamp duty considerations 

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers, CTA, heads Cowell Clarke’s Tax & Revenue, Superannuation and Private Client practice groups. Peter advises and acts for a wide range of public and private companies and high net worth individuals and families. Peter’s areas of expertise include income tax (as it impacts on business and high net worth clients), capital gains tax, goods and services tax, state taxes, trust law and superannuation law. Peter has published numerous papers on trust structures and has considerable experience in this area. Peter is also a co-author of the Tax Institute’s SMSF Income Stream Guide and Cowell Clarke’s Australian Agribusiness Advisers’ Guide. - Current at 16 April 2024
Click here to expand/collapse more articles by Peter SLEGERS.

 

This was presented at South Australian Tax Intensive .

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

Individual sessions

Planning for retirement - companies

Author(s):  Ian SNOOK

Materials from this session:

Succession planning for high net worth taxpayers

Author(s):  Peter SLEGERS

Materials from this session:

Structuring and restructuring the growing business

Author(s):  Tim SANDOW

Materials from this session:

Further details about this event:

 

Copyright Statement