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Succession planning: Some taxation issues to consider paper

Published on 15 Aug 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

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 senior tax partner at Hall & Wilcox Lawyers. He has over 25 years' experience giving expert tax advice to private business and wealthy family groups. He has particular expertise in the tax aspects of succession planning and in managing complex disputes with the Australian Taxation Office. Current at 21 June 2016 Click here to expand/collapse more articles by Andrew O'BRYAN.
 

This was presented at Hot Issues for Succession Planning.

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Individual sessions





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:


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