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NSW 11th Annual Estate & Business Succession Planning

Published on 06 Aug 2014 | Took place at Swissotel Sydney, Sydney, NSW

The ageing population continues to fuel client demand for good practical advice in the area of estate and business succession planning. In this our 11th annual Estate and business succession planning event continued with the same winning formula of excellent topic selection together with an expert panel of presenters who are prominent leaders in their field.

Our presenters this year discussed some of the most topical and important areas of estate and business succession planning including:

  • superannuation and estate planning
  • common mistakes when making binding death benefit nominations
  • practical impacts of family provision claims
  • leaving offshore assets to the next generation
  • what the incoming executor has to look forward to from a tax perspective.

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

Individual sessions

Exiting a private corporate structure

Author(s):  Kelvin FITZALAN,  Ryan Smith

This paper covers:

  • initial considerations
  • ordinary share/unit sale
  • share buy-backs
  • capital reduction
  • dividend access shares
  • private binding rulings.
Materials from this session:

SMSF estate planning

Author(s):  Craig DAY

This presentation covers:

  • loss of capacity – individual trustee
  • loss of trustee capacity – corporate trustee
  • planning for loss of capacity
  • enduring powers of attorney
  • death – individual trustees.
Materials from this session:

“Notions, potions and other magic charms” – Notional estate and family provision

Author(s):  Therese CATANZARITI

This paper covers:

  • relevant property transaction
  • types of notional estate
  • scope of notional estate
  • out of time applications
  • tracing
  • separate question
  • discretionary trusts.
Materials from this session:

Exit of minority shareholders

Author(s):  Christelle Santelli

This presentation covers:

  • putting the topic into context
  • ending a business relationship without pre-agreed exit options - actions available in case of dispute
  • getting it right from the start: having a shareholders agreement.
Materials from this session:

In superannuation and estate planning even the best laid plans can go astray

Author(s):  Lisa ODDO

This paper covers:

  • superannuation death benefits
  • binding death benefit nominations
  • disputing bindings death benefit nominations
  • avoiding disputes.
Materials from this session:

If you have assets or entities offshore – How certain can you be that they will pass intact to the next generation?

Author(s):  Ken SCHURGOTT

This paper covers:

  • obtaining information
  • INXS of $10 million
  • disclosure in secrecy jurisdictions
  • changes in foreign laws
  • foreign assets and wills
  • bankruptcy laws
  • Project DO IT
  • the dot-points
  • war stories.
Materials from this session: