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How to build a high net worth individual - Succession and transition planning 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 07 Sep 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the importance of creating wealth outside of the business
  • asset protection
  • ways of separating business and non-business assets
  • trust cloning and trust splitting
  • sale of assets and use of concessions
  • interposing a holding company
  • the unspoken issues in succession planning.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others plan the transition from business or full-time work to the next phase of their lives. Its programs help to develop work-life balance at all stages of a career. TPA’s belief is that everyone is entitled to a happy and healthy life both during and after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 12 July 2018
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This was presented at Tax Effective Wealth Ceation .

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Individual sessions

How to build a high net worth individual - Succession and transition planning

Author(s):  Peter J MCKNOULTY

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Superannuation - What’s still good, and how to achieve it

Author(s):  Lyn FORMICA

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Investment and wealth creation strategies

Author(s):  Mark REYNOLDS

Materials from this session:

Superannuation and family trusts: Specific estate planning techniques

Author(s):  Scott WHITLA

Materials from this session:

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