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Documenting succession arrangements 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 15 Sep 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  •  sale agreements
  • common drafting considerations
  • transfer of assets
  • shareholders agreements
  • estate planning documents.

Author profiles

Benjamin Wilson CTA
Ben is a partner with CCK Lawyers. He has a wide range of experience in corporate and commercial transactions, with a particular focus on taxation and revenue. Ben is an experienced tax adviser and advises clients on estate planning and business succession planning issues. He also acts for executors of wealthy and complex deceased estates and advises on the complex taxation and administration issues that arise in such estates. - Current at 22 December 2021
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Joshua Cosoff
Joshua Cosoff is a Senior Associate with law firm Cosoff Cudmore Knox. Josh advises clients regarding various corporate, property, tax and stamp duty issues. He is experienced in mergers, acquisitions and restructures in the agribusiness industry. - Current at 30 August 2016
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This was presented at 2017 SA Estate & Business Succession Planning Day .

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

Individual sessions

Preparing your business for sale: “Laying it all bare”

Author(s):  Alistair Hutson,  Michael Johns

Materials from this session:

Things tax practitioners should know about share and business valuations

Author(s):  Hugh MCPHARLIN

Materials from this session:

Succession planning – The superannuation issues

Author(s):  Peter SLEGERS,  Nicole SANTINON,  Josh Pascale,  Daniel Marateo

Materials from this session:

Due diligence

Author(s):  Sean VAN DER LINDEN

Materials from this session:

Documenting succession arrangements

Author(s):  Ben WILSON,  Josh Cosoff

Materials from this session:

Setting the scene

Author(s):  Julie VAN DER VELDE

Materials from this session:

The deal is done – What next?

Author(s):  Brett ZIMMERMANN

Materials from this session:

Further details about this event:

 

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