Succession planning: Some taxation issues to consider paper

Member Price: $57.00

Non Member Price: $75.00

Publication date: 15 Aug 08

Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Abstract:

This paper covers:

  • getting in shape: matching needs
  • accessing CGT concessions
  • avoiding the poisoned chalice
  • delivering the holy grail
  • the main residence exemption explained
  • life interest estates.

Author profile:

Author Photo - Andrew O'Bryan CTA
Andrew O'Bryan CTA
Andrew is a Partner at Hall & Wilcox, and head of the Taxation, Private Superannuation and Private Client practice groups. Andrew advises on a wide range of taxation, structuring and succession planning issues, as well as ATO audit activity in the High Net Worth sector. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew represents the tax profession on a variety of consultative groups, including the National Tax Liaison Group.
Current at 01 June 2015
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This was presented at Hot Issues for Succession Planning.

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Individual sessions

Overview of estate planning

Author(s):  Barry FRY

Materials from this session:


Succession planning: Some taxation issues to consider

Author(s):  Andrew O'BRYAN

Materials from this session:


Succession planning: Charitable gifts

Author(s):  Chris BEENY

Materials from this session:


Testamentary trusts

Author(s):  Bernie O'SULLIVAN

Materials from this session:


Succession planning: Superannuation and death

Author(s):  Kim COWIE

Materials from this session:


Key issues in business succession planning

Author(s):  Craig HOLLAND

Materials from this session:


Passing control of family trusts

Author(s):  Graeme HALPERIN

Materials from this session:


Succession planning: Demystifying buy sell agreements

Author(s):  Paul HOCKRIDGE

Materials from this session:


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