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Evolving structures presentation
Published on 06 Sep 18 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- trust splitting
- trust cloning
- trust vesting
- amending trust deeds
- death or disability of directors and shareholders
- replacement appointors
- protecting at risk parents and siblings
- bankruptcy and corporations law cases
- family law
- real property.
Author profile
Paul Hockridge CTA
Paul Hockridge, CTA, is the Principal of Hockridge Advisory. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years’ experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of Chartered Accountants Australian and New Zealand, is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne and is a chartered tax adviser. He sits on The Tax Institute’s FBT and Employment Taxes Committee and was an original contributor to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences.
- Current at
10 December 2024
This was presented at 2018 Business Succession, the Family and Tax Day .
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Individual sessions
Passing control of family business / business succession
Author(s): Andrew O'BRYAN, Raoul D'CruzMaterials from this session:
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Evolving structures
Author(s): Paul HOCKRIDGEMaterials from this session:
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Threats to family business
Author(s): Dan SimmondsMaterials from this session:
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