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Business succession and SMEs paper


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.

Author profiles

Scott Treatt CTA
Photo of author, Scott TREATT Scott Treatt is the Head of Taxation in the Sydney office of Pitcher Partners. He has been practicing as a tax specialist since 1997 with clients predominantly in the SME market space. Scott provides services from advising on appropriate structures, dealing with private rulings and ATO tax audit matters, addressing taxation issues within the firm’s major transaction projects, its listed and foreign clients through to assisting the Private Clients Team with taxation issues on succession matters. - Current at 18 April 2017
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William Shew CTA
Bill joined Grant Thornton in October 2004 after having run his own successful Business Advisory practice. Prior to this he was a partner in a Chartered Accounting firm. Bill now heads the Privately Held Business Services Team and in this capacity sits on a number of National Committees. Bill has 20 years’ experience in the profession. - Current at 06 January 2012
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This was presented at 3rd Annual Tax Forum .

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

Individual sessions

Budget review - Setting the scene for the future

Author(s):  Matt HAYES,  Tony MULVENEY

Materials from this session:

Structuring a professional practice

Author(s):  Greg HAYES

Materials from this session:

Update on deductibility under section 8.1

Author(s):  Mark FRIEZER

Materials from this session:

Role of accounting standards in TOFA

Author(s):  Tracey RENS

Materials from this session:

Implementing TOFA in a large corporation

Author(s):  Mark BRADFORD,  Gavin MARJORAM

Materials from this session:

Tax administration without borders

Author(s):  Howard ADAMS,  Glenn WILLIAMS

Materials from this session:

Further details about this event:


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