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Business (and family office) restructuring pre-death paper

Member Price: $57.00
Non Member Price: $75.00

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 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • existing need vs increasing need to transition sooner
  • non-tax client objectives as restructure considerations
  • what tools do we have in our tool box?
  • case study 1 - transfer of family business to next generation
  • case study 2 - family office a company held by one discretionary trust.

Author profile

Sonia Mascolo CTA
Sonia is a Tax Partner at Bentleys in Adelaide. Sonia advises clients in a wide variety of areas including tax technical business / structuring advice, succession planning and wealth management strategies, international tax issues, indirect tax and state taxes. She has tax experience working in the legal profession, the ATO, a big four firm as well as university lecturing and tutoring positions. Sonia joined TTI in 2012 and is a current member of the SA Technical Committee. - Current at 28 April 2022
Click here to expand/collapse more articles by Sonia Mascolo.

 

This was presented at Estate and Business Succession Planning Day .

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

Individual sessions

Testamentary trusts & life interests

Author(s):  Julie VAN DER VELDE,  Brett ZIMMERMANN

Materials from this session:

Passing assets to the next generation

Author(s):  Judith CHOATE

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Business (and family office) restructuring pre-death

Author(s):  Sonia Mascolo

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Death (deceased estates) - The tax issues within deceased estates

Author(s):  James Blackburn,  Vanessa Stillwell

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Supercharged! Business succession planning with SMSFs

Author(s):  Tasha NAIGE

Materials from this session:

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