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Estate & Business Succession Planning

Taxation in Australia | 1 Jul 08
 
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Published on 01 Jul 08 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Succession planning is far more than making a basic will. It extends to protecting assets during any period of incapacity, handling superannuation in a tax effective manner and ensuring succession of entitles such as family trusts. It may also involve tough decisions such as passing control of business and other assets to certain family members to the exclusion of others.

Author profile

Bernard O'Sullivan CTA
Bernie is the Director of Wills and Wealth Lawyers. - Current at 30 April 2025
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