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Setting the scene 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 15 Sep 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • no one likes planning for their own death
  • many don’t like planning for retirement
  • family business
  • clients
  • superannuation.

Author profile

Julie Van der Velde CTA
Julie Van der Velde, CTA TEP is the principal of a specialised commercial law firm, VdV Legal. With over 25 years’ experience advising Australian businesses, her practice focuses on taxation and trust law with an emphasis on business structuring, tax planning, business succession and intergenerational transfers. Julie is The Tax Institute’s SME Chartered Tax Adviser for 2017 and a regular speaker for the Tax Institute and other professional organisations. - Current at 25 November 2025
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This was presented at 2017 SA Estate & Business Succession Planning Day .

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

Individual sessions

Preparing your business for sale: “Laying it all bare”

Author(s):  Alistair Hutson,  Michael Johns

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Things tax practitioners should know about share and business valuations

Author(s):  Hugh MCPHARLIN

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Succession planning – The superannuation issues

Author(s):  Peter SLEGERS,  Nicole SANTINON,  Josh Pascale,  Daniel Marateo

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Due diligence

Author(s):  Sean VAN DER LINDEN

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Documenting succession arrangements

Author(s):  Ben WILSON,  Josh Cosoff

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Setting the scene

Author(s):  Julie VAN DER VELDE

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The deal is done – What next?

Author(s):  Brett ZIMMERMANN

Materials from this session:

Further details about this event:

 

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