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Documenting succession arrangements presentation

Member Price: Free
Non Member Price: $15.00

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 15 Sep 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • sale agreements - types
  • common drafting considerations
  • transfer of assets
  • governing documents
  • shareholders agreement – obligations.

Author profile

Benjamin Wilson CTA
Ben is a partner with CCK Lawyers. He has a wide range of experience in corporate and commercial transactions, with a particular focus on taxation and revenue. Ben is an experienced tax adviser and advises clients on estate planning and business succession planning issues. He also acts for executors of wealthy and complex deceased estates and advises on the complex taxation and administration issues that arise in such estates. - Current at 22 December 2021
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This was presented at 2017 SA Estate & Business Succession Planning Day .

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

Individual sessions

Preparing your business for sale: “Laying it all bare”

Author(s):  Alistair Hutson,  Michael Johns

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Things tax practitioners should know about share and business valuations

Author(s):  Hugh MCPHARLIN

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Succession planning – The superannuation issues

Author(s):  Peter SLEGERS,  Nicole SANTINON,  Josh Pascale,  Daniel Marateo

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Due diligence

Author(s):  Sean VAN DER LINDEN

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Documenting succession arrangements

Author(s):  Ben WILSON,  Josh Cosoff

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Setting the scene

Author(s):  Julie VAN DER VELDE

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The deal is done – What next?

Author(s):  Brett ZIMMERMANN

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Further details about this event:

 

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