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Intergenerational wealth transfer 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 31 May 18 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • questions of control and ownership
  • identifying the right assets
  • FTEs and IEEs
  • value shifting
  • stamp duty issues.

Author profile

Jodie Robinson CTA
Jodie Robinson, CTA is an Accredited Tax Law Specialist and Special Counsel in the tax team with McCullough Robertson Lawyers. Jodie is passionate about providing clients with results-driven, commercial advice and solutions for their taxation and business needs. Jodie regularly advises on the tax consequences of the sale of significant businesses, business restructures, including applicable rollovers and duty exemptions, and holding company interpositions. Jodie also assists clients and their advisors in obtaining private binding rulings and dealing with payroll tax self-review audits. - Current at 14 March 2023
Click here to expand/collapse more articles by Jodie Mills.

 

This was presented at 2018 Private Business Tax Retreat .

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