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Succession planning for owners, business and family 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 20 Apr 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • challenges and trends in family agribusiness
  • passing ownership and/or control to the next generation
  • understanding the success factors of ownership and management succession
  • building resilience and securing value through aligning family and business strategy
  • growth model for family business that supports both personal and company performance agenda.

Author profiles

Heather Greatrex
Heather is a Senior Manager in the EY Private Client Service practice. She has a focus on family businesses and high net wealth families, understanding the management of generational wealth and assets within the family group. Heather is part of EY's Global Family Business Centre of Excellence which co-ordinates and delivers EY's research into family controlled enterprises. Heather's key specialties include family succession and governance; family business commercial advice, business planning, business restructuring and asset protection; family business tax and accounting compliance. - Current at 14 March 2016
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Thomas Tulley CTA
Thomas has over 25 years experience in advising small and large businesses and family groups, including opportunities and pitfalls of their structures and transactions. He is a partner in EY, leading the Brisbane Tax Private Clients team. He focuses on providing families and businesses with tax, accounting, asset and estate structuring and succession advice, particularly taxation of trusts, private companies and CGT. - Current at 15 March 2021
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Jason Corderoy
Jason is a Senior Manager in the EY Private Client Service practice and has been with the firm since 2007. He focuses on providing tax and accounting advice to family businesses with particular focus on trusts, small business CGT concessions and Division 7A. Jason comes from an agribusiness family in Moree and has had a wide exposure to the agricultural industry. - Current at 01 March 2016
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This was presented at 2016 Agribusiness - Rising to the Challenge .

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

Individual sessions

Succession planning for owners, business and family

Author(s):  Heather Greatrex,  Thomas TULLEY,  Jason Corderoy

Materials from this session:

Agribusiness debt financing

Author(s):  Ben Barrett

Materials from this session:

Maximising deductions and offsets: Capital and revenue expenditure of primary producers

Author(s):  John Cornick,  Brent Ducker

Materials from this session:

Land tax, payroll tax, GST & duty

Author(s):  Lyndon Garbutt

Materials from this session:

Further details about this event:

 

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