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Passing control of family business – Commercial & tax considerations 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 28 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • succession planning - picking the right successor 
  • picking the right time to talk “succession” with your client 
  • ethical dilemma for advisors
  • transfer of shares
  • procedure of transferring shares
  • personal guarantees - do not forget them.

Author profile

Yikai Hoe CTA
Yikai Hoe, CTA, is the director and founder of Provident Lawyers, a superannuation, taxation and commercial law firm in Western Australia. He is a SMSF Specialist Advisor, Chartered Tax Adviser and a Trusts and Estate Practitioner. Yikai works closely with clients and their advisors to provide legal support on a myriad of value-added solutions for all types of superannuation, tax and commercial matters. He enjoys working on complex transactions and compliance issues involving complicated structures, trusts, and SMSFs. Yikai is passionate about sharing his knowledge. He has presented on many superannuation, tax, trusts, estate and succession planning and commercial law topics. - Current at 27 February 2024
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This was presented at 2020 WA Estate & Succession Planning Intensive .

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

Individual sessions

Business succession planning – Family Court disruption

Author(s):  James Claringbold,  Andrew DAVIES

Materials from this session:

Passing control of family business – Commercial & tax considerations

Author(s):  Yikai Hoe

Materials from this session:

Succession planning for family business’s: Failing to plan is planning to fail

Author(s):  Judy Snell

Materials from this session:

Special purpose trusts for estate planning

Author(s):  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Succession planning challenges for family owned businesses

Author(s):  Grahame Young

Materials from this session:

Cross-border people, assets and entities: Succession planning and tax issues for international families

Author(s):  James Whiley,  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Further details about this event:

 

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