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Business Succession Essentials

Published on 12 Nov 2010 | Took place at Hobart Function & Conference Centre, Hobart , TAS

Many professional advisers spend all their time getting clients’ affairs in order; however their own affairs do not get the same detailed attention. Protection of the value of the business equity you have built up should be on your radar, as you could be only a heart attack away from business collapse!

This event was designed for practitioners in both legal and accounting practice to focus on selected business and personal succession issues. The event included the complexities of passing control of a discretionary trust; the intricacies of buy-sell agreements, including related insurance issues; and tax planning and other issues arising as a consequence of death.

Please note James Stokes presentaiton was also delivered at the 18th National Tax Intensive on the 19th of August and can be downloaded there.

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

Individual sessions

Tax planning for estates

Author(s):  Michael FLYNN This paper covers:

  • advantages of providing for testamentary trusts in wills
  • death benefits
  • taking advantage of the main residence exemption
  • CGT on assets passing to tax exempt entities and to non-residents
  • varying the terms of a will after death.
Materials from this session:

Transferring control of family trusts

Author(s):  Sam McCullough This paper covers:

  • why are family trusts sometimes used in business structures?
  • business structures using family trusts
  • how family trusts operate and are controlled
  • tax considerations
  • changing the control of a family trust.
Materials from this session: