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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
Current at 24 February 2011 Click here to expand/collapse more articles by Reagan GRUENTHAL.
 
Daniel FRY
Daniel Fry FTIA is a Partner at taxation law firm Norton & Smailes in Western Australia. He began his career as a Chartered Accountant at Arthur Andersen in its superannuation and tax division and has been a Solicitor with Norton & Smailes since 1999. Daniel practises in all areas of tax but mainly specialises in superannuation, trusts, capital gains tax, and estate and succession planning.
Current at 12 March 2009 Current at 21 April 2009 Click here to expand/collapse more articles by Daniel FRY.

 

This was presented at Estate Planning Intensive .

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