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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
Bernard O'Sullivan CTA
Bernie is a Principal of Bernie O’Sullivan Lawyers, a firm that specialises in estate planning, taxation, superannuation and trusts and related litigation services for private and business clients. The firm helps clients move wealth from one generation to another in the most effective manner. Bernie is lead author of The Tax Institute’s Estate & Business Succession Planning, and has recently been appointed as lecturer and writer for Deakin University’s undergraduate and postgraduate courses in Estate Planning. - Current at 26 September 2017
This was presented at Family Planning: Structuring and Restructuring the Family Business .
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Dealing with Div 7A/UPE
Author(s): Grantley STEVENSMaterials from this session:
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Estate and succession planning
Author(s): Bernie O'SULLIVANMaterials from this session:
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Asset protection
Author(s): Arlene MACDONALDMaterials from this session:
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Structuring and restructuring overview
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CGT concessions and rollovers
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Business licensing
Author(s): Michael BUTLERMaterials from this session:
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Utilising super
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