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Business succession planning paper

Published on 13 May 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • approaches to structuring of the business succession plan - latest strategies
  • examples of planning gone wrong
  • using the will as part of the business succession strategy
  • focusing the arrangements on getting a cash flow
  • strategies for non-family buyouts
  • implementing buy/sell agreements - current strategies
  • focusing on CGT issues of the business succession plan.

Author profile:

Author Photo - Matthew Burgess CTA
Matthew Burgess CTA
Matthew co-founded specialist firm View Legal in 2014, having been a partner of one of Australia's leading independent law firms for over 12 years. Matthew's passion is helping clients successfully achieve their goals. Matthew specialises in tax, asset protection, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the "Best Lawyers" list for 2014 in relation to trusts and estates. As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue-related strategies for the growth, management and protection of wealth. Matthew is regularly published in Australia's leading monthly tax journal, The Tax Institute's Taxation in Australia (six articles since 2012), and the leading weekly tax journal, Thomson Reuters' Weekly Tax Bulletin (10 articles since 2012). He has also written five legal books, one business book and 16 children's books. Current at 01 June 2016 Click here to expand/collapse more articles by Matthew BURGESS.
 

This was presented at Estate Asset & Business Succession Planning.

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The estate planning process

Author(s):  John DE GROOT

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