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Business succession planning for private business paper
Published on 31 Jul 12 by VICTORIAN DIVISION, THE TAX INSTITUTE
Business succession planning might be the most dynamic and varied multi-disciplinary process that we get involved in. This paper highlioghts a number of key issues facing private businesses and families and the author shares experiences so as to identify possible practical solutions.
This paper covers:
- What is to be achieved, by who, when and responsibilities?
- How, where we start and what information we need
- Common tax issues
- How buy-sell agreements might be used
- Financing change and remunerating the family
- The family office
- Transferring control of family trusts.
Author profile
Paul Hockridge CTA
Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging.
- Current at
26 September 2017
This was presented at Business Succession Masterclass .
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Business succession planning for private business
Author(s): Paul HOCKRIDGEMaterials from this session:
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How to ensure succession planning works: Facilitate the process
Author(s): Mark LARKWORTHYMaterials from this session:
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