shopping_cart

Your shopping cart is empty

Family succession planning – Governance and tax issues 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 21 Nov 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • overarching documents
  • governing documents
  • estate planning documents
  • tax considerations for restructures
  • importance of understanding interaction between all documents
  • consequences on death of failure to implement a succession plan properly.

 

Author profile

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
Click here to expand/collapse more articles by Ben WILSON.

 

This was presented at Family Tax Planning for SMEs .

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

Individual sessions

Family succession planning – Governance and tax issues

Author(s):  Ben WILSON

Materials from this session:

Family succession planning - Practical issues with succession and structures

Author(s):  Adrian CARTLAND

Materials from this session:

Family succession planning - Sale preparedness

Author(s):  James Blackburn,  Paul Hindle

Materials from this session:

Your offshore planning guide - Case studies

Author(s):  Daisy Abbas

Materials from this session:

Valuations for tax matters - Two perspectives

Author(s):  Stephen Adams,  Matthew SHANAHAN

Materials from this session:

Division 7A: Don’t get caught with deemed payments, loans or debt forgiveness - Case studies

Author(s):  Lisa Pritchard

Materials from this session:

Division 7A: Change is on the horizon

Author(s):  Lisa Pritchard

Materials from this session:

Further details about this event:

 

Copyright Statement