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Setting the scene - Laying the foundations 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 16 Sep 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • understand the family and business
  • genograms v structuregrams
  • client objectives
  • considerations for advisers
  • different perspectives.

Author profiles

John Ioannou CTA
John Ioannou, CTA was admitted as a Solicitor in 2002, is a Principal Lawyer at Macpherson Kelley and leads the national tax practice. He has experience in the areas of tax structuring, tax disputes and commercial transactions. John has a Bachelor of Arts, Bachelor of Laws and a Masters of Law. John is currently serving as the QLD representative on the Tax Institute's National Council. - Current at 15 December 2025
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Murray Howlett CTA
Murray is a Director of the Taxation and Superannuation Services division of Pilot Partners and has practised as a professional business and taxation adviser since 1993. His focus is on providing specialist taxation expertise to his clients. This includes not just advising on the relevant structures and transactions, but ensuring that advice provided is fully and correctly implemented at the time and in the years that follow. - Current at 16 September 2015
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This was presented at Businesses on the Move: Relevant Restructuring .

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

Individual sessions

Estate and succession planning - Governance agreements

Author(s):  Patrick Ellwood,  Matthew BURGESS

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Relevant restructuring - Payroll tax and duty aspects

Author(s):  Jessica Laird,  Lyndon Garbutt,  Darius Hii

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Roll-overs and small business CGT concessions

Author(s):  Linda Tapiolas

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Setting the scene - Laying the foundations

Author(s):  John Ioannou,  Murray HOWLETT

Materials from this session:

Further details about this event:

 

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