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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:

Author Photo - Paul HOCKRIDGE
Paul HOCKRIDGE
Paul Hockridge FTIA is a Tax Partner at Deloitte with over 30 years experience in Tax, asset protection, estates-succession planning, FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses and advises mainly accounting and law firms. Paul is a member of various professional association committees and has been involved in consultation with both Federal and State Governments on a variety of tax matters.
Current at 17 October 2008
Click here to expand/collapse more articles by Paul HOCKRIDGE.
 

This was presented at Business Succession Masterclass .

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

Individual sessions

How to ensure succession planning works: Facilitate the process

Author(s):  Mark LARKWORTHY

Materials from this session:

Further details about this event:

 

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