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Family Business Succession

Published on 15 Sep 2011 | Took place at Kooyong Lawn Tennis Club, Kooyong, VIC

This event assisted you in advising your clients on the most important aspects of family tax and estate planning, including relationship breakdowns. The presenters considered current opportunities and recent legislative changes (in particular trust changes) to ensure that your clients are streamlining the tax cost on their business and family affairs.

Please note materials presented by Bernie O'Sullivan can be downloaded from Trusts & Estates - Family Law: Trusts & Inheritances delivered on the 7th September in Victoria.

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

Individual sessions

Updating the trust user manual

Author(s):  David KENT,  Michael JONES

This paper covers:

  • trust distributions to corporate beneficiaries
  • streaming of income through a trust.
Materials from this session:

Company and trust structures

Author(s):  Paul Goldin,  P BALASUBRAMANIAM

This paper covers:

  • key considerations
  • discretionary trusts
  • company owned by a dicretionary trust
  • unit trust
  • restructuring.
Materials from this session:

The current legal landscape with regard to property settlements and asset protection

Author(s):  Sanaz Naimi

This paper covers:

  • the approach the family court takes in dividing assets, liabilities and financial resources
  • spousal maintenance - Alimony
  • how the family court treats superannuation
  • binding financial agreements.


Materials from this session: