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Families and business in transition 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 20 Aug 13 by QUEENSLAND DIVISION, THE TAX INSTITUTE

As baby boomers reach retirement, our ageing population provides significant opportunities for tax practitioners with an increased focus on intergenerational issues and business sales. Planning in advance is critical and advisors can play a crucial role in this process. This paper covers:

  • baby boomers selling businesses.
  • intergenerational transfers of family business and investments.
  • the real family issues.
  • the role of the advisor team.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others plan the transition from business or full-time work to the next phase of their lives. Its programs help to develop work-life balance at all stages of a career. TPA’s belief is that everyone is entitled to a happy and healthy life both during and after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 12 July 2018
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This was presented at 2013 Queensland Annual State Convention .

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