Estate & Business Succession Planning, 6th Edition

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A practical and strategic guide for the trusted adviser

Written by Bernie O'Sullivan, CTA

This is a highly practical guide for accountants, financial planners and lawyers. Make sure you’ve got your copy of Australia’s most comprehensive estate planning and business succession guide.

FREE: Take a look at these these ten strategies for the estate planner, taken from Estate & Business Succession Planning, 6th Edition.

What’s new in the sixth edition?

  • succession planning: the adviser's role regarding “threshold issues”
  • tax on withdrawals when using superannuation funds to finance buy-sell agreements 
  • transferring the control of family trusts: independent third parties, bankruptcy and divorce, agreements for the management of certain assets, family trust elections, disputes and rights to information
  • special disability trusts: benefits to principal beneficiaries, and establishing special disability trusts by will
  • binding death benefit nominations
  • CGT on the disposal of pension assets, and choices for beneficiaries regarding assets and the executor
  • taxation of non-resident estates
  • bequests and the disposal of property.

Key features and benefits:

  • provides a thorough overview of succession planning laws in every jurisdiction
  • presents case studies, tips, diagrams and strategies to ensure the best outcome
  • discusses pitfalls to be aware of and troubleshooting techniques
  • covers all succession planning topics, including:
    • wills and powers of attorney
    • testamentary trusts
    • claims against estates
    • superannuation
    • family trusts
    • international estate planning
    • tax consequences of death
    • family law and death
    • business succession planning.

Online subscription includes:

  • 12 months of unlimited access to the 2013-14 online book, with updates
  • interactive eLearning with reference links back to the online book (3.5 CPD hours)
  • a copy of the eBook edition, at no extra cost
  • cross-references.

The book is prescribed reading for:

  • Central University of Queensland postgraduate course, Taxation Planning and Estate Planning
  • Curtin University (Estate Planning)
  • Kaplan’s Master of Applied Finance (topic: insurance, succession and estate planning).
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