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Successful succession planning paper

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.

Author profile

Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012. - Current at 04 January 2018
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This was presented at 45th Western Australia State Convention .

Get a 20% discount when you buy all the items from this event.

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