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Succession planning - Piecing together the jigsaw paper

Published on 15 Oct 10 by TASMANIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • family trusts
  • business arrangements
  • capital gains tax concessions
  • some tax traps
  • ATO business exit focus
  • protecting against relationship breakdown in the next generation.

Author profiles:

Emma Woolley CTA
Emma is a Partner in Private Clients at Hall & Wilcox Lawyers in Victoria. Emma has the primary responsibility for the personal and family business succession practice within the Private Clients team. She has extensive experience in the establishment and continuing administration of trusts and complex estate planning matters. Current at 07 January 2015 Click here to expand/collapse more articles by Emma WOOLLEY.
 
Author Photo - Andrew O'Bryan CTA
Andrew O'Bryan CTA
Andrew is a senior tax partner at Hall & Wilcox Lawyers. He has over 25 years' experience giving expert tax advice to private business and wealthy family groups. He has particular expertise in the tax aspects of succession planning and in managing complex disputes with the Australian Taxation Office. Current at 21 June 2016 Click here to expand/collapse more articles by Andrew O'BRYAN.

This was presented at 2010 Tasmanian State Convention.

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