Published on 12 Mar 09
by NATIONAL DIVISION, THE TAX INSTITUTE
With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise including:
- the different approaches
- mutual wills
- passing control of family trusts
- avoiding family trust distribution tax
- dealing with superannuation death benefits.
Current at 24 February 2011
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Daniel Fry FTIA is a Partner at taxation law firm Norton & Smailes in Western Australia. He began his
career as a Chartered Accountant at Arthur Andersen in its superannuation and tax division and has been
a Solicitor with Norton & Smailes since 1999. Daniel practises in all areas of tax but mainly specialises in
superannuation, trusts, capital gains tax, and estate and succession planning.
Current at 12 March 2009 Current at 21 April 2009
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