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Selling out – Tax issues for the baby boomer making a sea change/tree change paper


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?

Author profile:

Brenton ELLERY
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 Current at 03 April 2008 Click here to expand/collapse more articles by Brenton ELLERY.


This was presented at 23rd National Convention .

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Individual sessions

National harmonisation of payroll tax – Big change or minimal change?

Author(s):  David KL RAPHAEL

Materials from this session:

Justice Hill Memorial Lecture: Income and capital distinction

Author(s):  Tony PAGONE QC

Materials from this session:

A plethora of property issues to ponder

Author(s):  Lachlan R WOLFERS

Materials from this session:

Further details about this event:


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