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 Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally.
- Current at
22 May 2017