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Succession and transition planning 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 07 Sep 16 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • some statistics around succession and transition planning
  • creating wealth outside of the business
  • separating business and non-business assets
  • family issues
  • transition planning.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others plan the transition from business or full-time work to the next phase of their lives. Its programs help to develop work-life balance at all stages of a career. TPA’s belief is that everyone is entitled to a happy and healthy life both during and after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 12 July 2018
Click here to expand/collapse more articles by Peter J MCKNOULTY.

 

This was presented at Tax Effective Wealth Ceation .

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

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How to build a high net worth individual - Succession and transition planning

Author(s):  Peter J MCKNOULTY

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Superannuation - What’s still good, and how to achieve it

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Investment and wealth creation strategies

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Superannuation and family trusts: Specific estate planning techniques

Author(s):  Scott WHITLA

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Further details about this event:

 

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