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Passing control of family business – Commercial & tax considerations 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 28 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • transfer of shares
  • trust deed issues
  • transferring control of a discretionary trusts
  • small business restructure concessions
  • state duty consequences
  • commercial debt forgiveness & Division 7A.

Author profile

Yikai Hoe CTA
Yikai Hoe, CTA, is the director and founder of Provident Lawyers, a superannuation, taxation and commercial law firm in Western Australia. He is a SMSF Specialist Advisor, Chartered Tax Adviser and a Trusts and Estate Practitioner. Yikai works closely with clients and their advisors to provide legal support on a myriad of value-added solutions for all types of superannuation, tax and commercial matters. He enjoys working on complex transactions and compliance issues involving complicated structures, trusts, and SMSFs. Yikai is passionate about sharing his knowledge. He has presented on many superannuation, tax, trusts, estate and succession planning and commercial law topics. - Current at 27 February 2024
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This was presented at 2020 WA Estate & Succession Planning Intensive .

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

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Business succession planning – Family Court disruption

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Passing control of family business – Commercial & tax considerations

Author(s):  Yikai Hoe

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Cross-border people, assets and entities: Succession planning and tax issues for international families

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