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General Discussion Update: Estate and Sucession Planning

Published on 30 May 2001 | Took place at City West Function Centre, WA

This is a free seminar from the West Australian's General Discussion Update series.

Individual sessions

Estate & Succession Planning for Small Business & Farmers

Author(s):  John WHEATLEY Topics covered in this GDU seminar paper include:
- Accommodating family
- Insurance cover and who is to be owner
- CGT consequences in life insurance trauma
- Superannuation
- Buy/sell Agreements
- Wills - potential challanges under inheritance Act
- Which structure should run the business or own the farm
- Possible revenue concequences of restructuring
- Asset protection.
This paper also includes a set of sample case studies and possible worked solutions.

Materials from this session: