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Succession planning: Some taxation issues to consider paper

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:

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 04 August 2011
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Purchase individual materials from this event:

Overview of estate planning
Author(s):  Barry FRY

Succession planning: Some taxation issues to consider
Author(s):  Andrew O'BRYAN

Succession planning: Charitable gifts
Author(s):  Chris BEENY

Testamentary trusts
Author(s):  Bernie O'SULLIVAN

Succession planning: Superannuation and death
Author(s):  Kim COWIE

Key issues in business succession planning
Author(s):  Craig HOLLAND

Passing control of family trusts
Author(s):  Graeme HALPERIN

Succession planning: Demystifying buy sell agreements
Author(s):  Paul HOCKRIDGE