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From Business to Beaches: Wealth & Tax Planning for Business Succession

Published on 28 Oct 2005 | Took place at Old Swan Brewery, Perth , WA

Considerable wealth is being generated in privately owned and managed businesses without a clear direction for future retirement or succession. Proactive thinking is required to facilitate a future transfer to the successor owners, either within the family or otherwise.

Because of the central role income tax plays in succession planning, the principal focus of the seminar-workshop was dedicated to providing participants with practical knowledge of important income tax planning considerations which should take place both before and during the succession process, however, the seminar-workshop also examined a number of key non-tax matters.

Individual sessions

Trusts

Author(s):  Ken SCHURGOTT

This paper and case study covers how to pass on the value in a family trust to the next generation:

  • Do the beneficiaries fit the plan?
  • Resettlement problems
  • Powers of the Appointor
  • Family trusts and the will
  • Cloning and splitting trusts
  • Extending the life of a trust
  • Family trust elections - are these really an issue?
  • Testamentary and child maintenance trusts.
Materials from this session: