Published on 18 May 10
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- why don't owners plan?
- following a structured approach
- assess strategic and wealth enhancement opportunities
- design, develop and implement a succession plan
- review and monitor
- succession planning step-by-step
- taking action is the most important first step
- taxation issues.
Bill Shew FTIA works for Grant Thornton.
Current at 23 July 2008