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 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
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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

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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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