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Estate and succession planning paper

Published on 20 May 11 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the role of the adviser
  • succession for partnerships, trusts and companies
  • equalising gifts and dealing with loans
  • updating documents.

Author profile:

Bernie O'SULLIVAN

Click here to expand/collapse more articles by Bernie O'SULLIVAN.
 

This was presented at Family Planning: Structuring and Restructuring the Family Business .

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