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Structuring for a sale in the next five years 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 11 Jun 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • where does a business successor come from?
  • tax readiness and SSS tax audit
  • the family paramount agreement
  • the buy/sell agreement
  • shareholders agreement
  • succession - overview of tax issues
  • dressing the business to be attractive.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter Bobbin, CTA, is a leading legal veteran in trusts, taxation, superannuation and estate planning. In his 40 year-plus advising career he has not only seen and advised on all issues in superannuation, he was there when modern superannuation first happened and at every change, he is that old! In 2015, Peter was honoured by the Tax Institute as the Tax Advisor of the Year (SME) and recently was the Australian Chair of the Society of Trust and Estate Practitioners. As a former university lecturer and accountant, Peter claims that he can speak both accountant’eaase and legal’ease. Outside of work, Peter is an enthusiastic cyclist with three great loves; good food, good wine and one other. - Current at 09 July 2025
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at 2015 Private Business Tax Retreat .

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

Individual sessions

Employee share schemes

Author(s):  Hayden BENTLEY

Materials from this session:

Structuring for a sale in the next five years

Author(s):  Peter BOBBIN

Materials from this session:

Should your clients still use discretionary trusts?

Author(s):  Stephen HOLMES

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Carry forward losses

Author(s):  Mark Molesworth,  Sharnie Mitchell

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ACA anomalies

Author(s):  Dominic Moon,  Andrew Jones

Materials from this session:

Division 7A

Author(s):  Andrew Noolan

Materials from this session:

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