Published on 23 Aug 12
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
One very important aspect of any business structure is the effectiveness with which the business or structure can be passed on to the next generation.
In this paper, Ken Schurgott covers:
- The role of the adviser
- Succession planning techniques for partnerships, trusts and companies
- Utilising superannuation in succession planning
- Updating estate and succession planning documents when restructuring
- Family disputes, family provision and mutual wills.
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
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