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Families and business in transition paper
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 assists baby boomers and others in the transition from business or work to the next phase of their lives. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. Current at 30 April 2015
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This was presented at 2013 Queensland Annual State Convention.
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Author(s): Brian J RICHARDSMaterials from this session:
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Superannuation
Author(s): Ian BURGESSMaterials from this session:
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Author(s): Arthur ATHANASIOUMaterials from this session:
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Families and business in transition
Author(s): Peter J MCKNOULTYMaterials from this session:
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Tax challenges of an international workforce
Author(s): Tim HANDSMaterials from this session:
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