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Business Succession Planning Day

Published on 01 Sep 2016 | Took place at City West Receptions, West Perth, WA

This event covered the following topics:

  • general dos and don’ts of restructuring
  • indirect tax issues in succession
  • passing control and trusts
  • valuations
  • business disputes and shareholder agreements
  • succession planning in family business – a family perspective.

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

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Individual sessions

Case study

Author(s):  Rami BRASS

This paper covers:

  • facts
  • other information
  • issues
  • income tax implications of disposing assets
  • disposal of goodwill – active asset
  • the building premises.
Materials from this session:

Brief overview of the valuation process

Author(s):  Mehra Kazemi

This presentation covers:

  • principal assumption by the valuer
  • the business valuer’s task
  • is value enduring?
  • valuation method
  • analysing a business and establishing adjusted net profit.
Materials from this session:

GST & closing or selling a business

Author(s):  Elisa Travaglione,  Eve Kok,  Suzanne McMahon

This presentation covers:

  • disposing of capital assets
  • adjustment periods
  • margin scheme
  • sale of a going concern
  • cancelling an ABN
  • deregistering for GST
  • lodging business activity statements
  • AUSkey.
Materials from this session:

Succession planning in family business – A family perspective

Author(s):  Andrew Mostyn

This presentation covers:

  • our current business units
  • 0ur shareholding position
  • the 3 Circle Model
  • system to manage family dynamics
  • how we communicate across 3 family groups
  • why the 3rd generation often fails
  • how Craig Mostyn Group has avoided this trap
  • Mostyn family communication via trusted family portal
  • the baby boomer issue
  • The Mostyn Family Foundation.
Materials from this session: