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Threats to family business 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 16 Aug 16 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what does the research show are the major threats to family business?
  • identifying and managing conflict including sibling rivalry
  • separation from spouse or partner
  • special issues arising under discretionary trusts, bankruptcy and the Family Law Act – asset protection and succession
  • who should be in control of companies?

Author profile

Dan Simmonds
Dan is the Managing Principal of The Lantern Legal Group Pty Ltd with offices in Geelong, Melbourne, Ballarat, Bendigo and Albury. Dan is accredited by the Law Institute of Victoria as a specialist in business law and by Family Business Australia as an accredited adviser. Dan holds a number of external appointments as a director or business advisory committee member of 15 family businesses. His practice is focused on assisting families in business handling and relationships and resolving business challenges. - Current at 29 July 2016
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This was presented at 2016 Vic Family Business Day .

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

Individual sessions

Introduction: How family businesses differ from other businesses

Author(s):  Dan Simmonds

Materials from this session:

Threats to family business

Author(s):  Dan Simmonds

Materials from this session:

Why 70% of wealth transfers fail – A roadmap for managing family wealth across generations

Author(s):  Brad Simmons

Materials from this session:

Small business perspective

Author(s):  Graeme WHITE

Materials from this session:

Family business and remuneration

Author(s):  Josh Day

Materials from this session:

Family governance

Author(s):  Elise Elliott

Materials from this session:

Further details about this event:

 

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