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Passing control of family business/ business succession presentation
Published on 06 Sep 18 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- finding all the jigsaw pieces
- financial statements
- generational change
- the trust deeds
- resettlements
- trusts: succession of control
- splitting companies.
Author profile
Andrew O'Bryan CTA
Andrew O'Bryan, CTA is a Partner at Hall & Wilcox Lawyers and provides advice on the application of a wide range of taxation. He has substantial knowledge of taxation and commercial practice and advises his clients on income tax, capital gains tax, tax audits and reviews, fringe benefits tax, business structuring and transactions, liquidations and reconstructions, superannuation, retirement planning, business succession, estate planning, and philanthropy. Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry, commerce and high-net-worth private family groups. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew has been recognised in the The Best Lawyers in Australia in Tax Law every year since 2014 and is a leading tax lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 04 July 2023
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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