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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

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and either personally or as part of View in ‘Doyles’ since 2015 in relation to taxation and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 21 February 2018
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This was presented at Estate Asset & Business Succession Planning .

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Individual sessions




The estate planning process

Author(s):  John DE GROOT

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