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Dealing with blended families as part of succession planning paper

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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 25 August 2014
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 Taxation Institute and currently serves as a member of the state council for its WA division. Daniel was recently 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. - Current at 22 May 2017
Click here to expand/collapse more articles by Daniel FRY.

 

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Dealing with blended families as part of succession planning

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