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Published on 15 Mar 08
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
The success of the baby boomer generation comes with some tax headaches - with many wanting to move towards a more relaxed lifestyle it will be important that advisers are aware of the myriad of tax issues that will need to be addressed to ensure that the sea change is a happy one and not too taxed. Case studies in this paper examine:
ways of selling out of the business:
using small business CGT concessions for best advantage
sell the business or the shares?
which concession works best for you?
liquidating the family company
dealing with businesses owned by trusts
intergenerational change - should I set up a testamentary trust in my will?
superannuation - tax free money for life?
Brenton is Chairman of Edwards Marshall,
Chartered Accountants. He is a former SA State Chairman and National Councillor of the Taxation Institute of Australia. He has presented many papers for the Taxation Institute of Australia and the accounting bodies. Current at 12 March 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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