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Keeping it in the company presentation

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Published on 26 Aug 05 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation covers:

  • passing control of the family business via passing control of the company that owns the business
  • use of different classes and types of shares
  • dividend streaming
  • opportunities and challenges presented by the Div 152 small business concessions
  • Sec 149-30 and Event K6
  • Event K6 and other issues re change in majority underlying interests
  • use of demergers and other rollover provisions.

This was also presented on 1 December 2005 at the repeat 13th National Tax Intensive Retreat.

Author profile

Peter McKnoulty CTA
Peter is a Consultant at McCullough Robertson, having been a partner with the firm from July 1986 to December 2011. His practice focuses on tax and commercial law with an emphasis on estate planning, taxation, tax planning, business structuring, business succession and family business intergenerational transfer. He is also the Founder of Transition Planning Australia, which helps business owners, professionals and others to create a framework for the transition from business or full-time work to the next phase of their lives. TPA's belief is that everyone is entitled to a meaningful life after full-time work. Peter has degrees in Commerce and Law (with Honours) from the University of Queensland. - Current at 30 August 2017
Click here to expand/collapse more articles by Peter J MCKNOULTY.

 

This was presented at 13th National Tax Intensive Retreat: Preserving Wealth for Future Generations .

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

Individual sessions

Passing Control of Existing Trusts

Author(s):  Rob JEREMIAH

Materials from this session:

Establishing new trusts as part of succession planning

Author(s):  Daniel SMEDLEY

Materials from this session:

Session 1 and 2 workshops

Author(s): 

Materials from this session:

Successful succession for success

Author(s):  Peter BOBBIN

Materials from this session:

Keeping it in the company

Author(s):  Peter J MCKNOULTY

Materials from this session:

Session 3 and 4 workshops

Author(s): 

Materials from this session:

Wealth protection issues for clients with risk profiles: a family law perspective

Author(s):  Martin BARTFELD

Materials from this session:

Wealth protection issues for clients with risk profiles

Author(s):  Gary BIGMORE

Materials from this session:

International aspects of succession planning for high wealth individuals

Author(s):  CJ CHAN,  Denise HONEY

Materials from this session:

Effective strategies for using superannuation in succession planning

Author(s):  Paul BANISTER

Materials from this session:

Session 7 workshop

Author(s): 

Materials from this session:

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