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Business succession planning for private business paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
Photo of author, Paul HOCKRIDGE Paul is Tax Advisory Partner at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand, is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne and is a chartered tax adviser. He sits on The Tax Institute’s FBT and Employment Taxes Committee and contributes to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 04 December 2019
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This was presented at Business Succession Masterclass .

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

Individual sessions

Business succession planning for private business

Author(s):  Paul HOCKRIDGE

Materials from this session:

How to ensure succession planning works: Facilitate the process

Author(s):  Mark LARKWORTHY

Materials from this session:

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