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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 CTA
Photo of author, Scott TREATT Scott Treatt is the General Manager of Tax Policy and Advocacy at The Tax Institute. He is a Chartered Tax Advisor and has been practicing as a tax specialist since 1997, gaining his experience in large 2nd tier and Big 4 accounting firms as well as Government. Through the years he has been engaged on direct and indirect tax issues pertaining to individuals, start-ups, small businesses, private groups and multinationals, addressing issues including, but certainly not limited to, asset, business and entity transactions and disposals, insolvencies, structuring, succession and disputes (within family groups as well as with the ATO). Scott has a passion for our tax system and tax education, continuously seeking to find opportunities to improve the efficiency and effectiveness of both. He is a regular presenter at industry events and had been a lecturer for some 12 years in The Tax Institute’s structured education programs. - Current at 19 November 2020
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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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