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Business succession and SMEs paper

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.

Author profiles

Scott TREATT
Photo of author, Scott TREATT
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Bill SHEW
Bill Shew FTIA works for Grant Thornton.
Current at 23 July 2008
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This was presented at 3rd Annual Tax Forum .

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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

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Update on deductibility under section 8.1

Author(s):  Mark FRIEZER

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Role of accounting standards in TOFA

Author(s):  Tracey RENS

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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:





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