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Dealing with blended families as part of succession planning paper

Published on 17 Sep 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Note: This paper is an updated version of the paper presented at the National Convention in March 2009 held in Sydney.

With approximately one in five families in Australia being a blended family, this paper focuses on the succession planning issues that arise, including:

  • the different approaches to structuring a will
  • dealing with superannuation death benefits
  • passing control of discretionary trusts.

 

Author profiles:

Reagan Gruenthal
Reagan works for Norton & Smailes. Current at 20 November 2009 Click here to expand/collapse more articles by Reagan GRUENTHAL.
 
Daniel Fry CTA
Daniel is a Partner at taxation law firm Norton & Smailes. He has approximately 20 years of experience in revenue law, beginning his career as a Chartered Accountant. Daniel practises in all areas of tax but has developed particular expertise in superannuation, trusts, all aspects of structuring, capital gains tax, estate planning for SME and high net worth clients and dealing with the Australian Taxation Office in relation to tax disputes. He is a former member of the Tax Institute's National Superannuation Committee and a regular speaker for industry bodies including the Tax Institute. Current at 05 February 2016 Click here to expand/collapse more articles by Daniel FRY.

This was presented at Estate Planning Intensive.

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