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Succession planning challenges for family owned businesses 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 25 Feb 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ways of holding assets
  • sole proprietorship
  • joint ownership
  • transfers to different tenancy
  • partnership
  • joint ventures
  • companies and unit trusts.

Author profile

Grahame Young FTI
Grahame Young, FTI, practises as commercial counsel with Francis Burt Chambers, Perth. Prior to commencing practice as a barrister in 2001 he had broad experience as a solicitor and company director. Grahame’s principal areas of practice include transactional taxes, equity, trusts and succession, corporate and property law. He has a particular interest in structuring and restructuring corporate and family groups. He has spoken and written extensively on a wide range of legal and taxation topics for The Tax Institute and otherprofessional bodies. He is editor of Duties Legislation Western Australia. Grahame has served as State Chair and National Councillor of The Tax Institute and is the proud recipient of the Institute’s Meritorious Service Award. - Current at 09 June 2020
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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.

Individual sessions

Business succession planning – Family Court disruption

Author(s):  James Claringbold,  Andrew DAVIES

Materials from this session:

Passing control of family business – Commercial & tax considerations

Author(s):  Yikai Hoe

Materials from this session:

Succession planning for family business’s: Failing to plan is planning to fail

Author(s):  Judy Snell

Materials from this session:

Special purpose trusts for estate planning

Author(s):  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Succession planning challenges for family owned businesses

Author(s):  Grahame Young

Materials from this session:

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

Author(s):  James Whiley,  Frank HINOPOROS,  Emma WOOLLEY

Materials from this session:

Further details about this event:

 

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