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Business succession planning - making sure it survives even if you don't

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Published on 20 Nov 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This seminar paper discusses business succession planning, with a focus on: the interaction of business planning and estate planning, how to structure a tax effective business succession plan?, buy and sell option agreements, what is the current state of play, what are the stamp duty issues?

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is in his 32nd year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 27 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 16 October 2019
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This was presented at All You Need To Know About Estate Planning .

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Individual sessions

Introductory estate planning

Author(s):  Peter HOGAN

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Assets owned by individuals/trustees of discretionary trust

Author(s):  Greg GANZ

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Superannuation and estate planning

Author(s):  Andrew SKINNER

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Business succession planning

Author(s):  Peter BOBBIN

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Principles of estate planning

Author(s):  Andrew FRANKLAND

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