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Passing assets/control pre-death 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 13 Nov 15 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • importance of passing assets/control pre-death
  • KPMG & FBA 2015 family business survey findings re disruptive technology impacts
  • characteristics of top performing family businesses
  • why is this topic to you as an advisory?
  • preparing for leadership transitions
  • what other non-tax client objectives do we need to consider?

Author profile

Sonia Mascolo CTA
Sonia is a Tax Partner at Bentleys in Adelaide. Sonia advises clients in a wide variety of areas including tax technical business / structuring advice, succession planning and wealth management strategies, international tax issues, indirect tax and state taxes. She has tax experience working in the legal profession, the ATO, a big four firm as well as university lecturing and tutoring positions. Sonia joined TTI in 2012 and is a current member of the SA Technical Committee. - Current at 28 April 2022
Click here to expand/collapse more articles by Sonia Mascolo.

 

This was presented at Estate and Business Succession Planning Day .

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

Individual sessions

Testamentary trusts & life interests

Author(s):  Julie VAN DER VELDE,  Brett ZIMMERMANN

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Passing assets to the next generation

Author(s):  Judith CHOATE

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Business (and family office) restructuring pre-death

Author(s):  Sonia Mascolo

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Death (deceased estates) - The tax issues within deceased estates

Author(s):  James Blackburn,  Vanessa Stillwell

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Supercharged! Business succession planning with SMSFs

Author(s):  Tasha NAIGE

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Further details about this event:

 

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