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.
Peter J MCKNOULTY
Peter McKnoulty FTIA works for McCullough Robertson. Peter has degrees in Commerce and Law (with Honours) from the
University of Queensland. He has been a Partner in the Queensland
legal firm of McCullough Robertson since July 1986 having been admitted as a Solicitor in 1983. He practices in all aspects of the Commercial Law field with an emphasis on estate planning, taxation, tax planning, business structuring and business law generally and is
the senior partner in the firm’s Business and Revenue Division.
Current at 1 August 2008 Current at 30 September 2008
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