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Dealing with blended families as part of succession planning paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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.

Author profiles

Reagan Gruenthal
Reagan works for Norton & Smailes. - Current at 20 November 2009
Click here to expand/collapse more articles by Reagan GRUENTHAL.
Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
Click here to expand/collapse more articles by Daniel FRY.

 

This was presented at 24th National Convention 2009 .

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Dealing with blended families as part of succession planning

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