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Estate and succession planning paper

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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 05 September 2016
Click here to expand/collapse more articles by Bernie O'SULLIVAN.

 

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

Get a 20% discount when you buy all the items from this event.

Individual sessions

Dealing with Div 7A/UPE

Author(s):  Grantley STEVENS

Materials from this session:

Estate and succession planning

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Asset protection

Author(s):  Arlene MACDONALD

Materials from this session:

Structuring and restructuring overview

Author(s):  Andrew SINCLAIR

Materials from this session:

CGT concessions and rollovers

Author(s):  Brian NIMMO

Materials from this session:

Business licensing

Author(s):  Michael BUTLER

Materials from this session:

Utilising super

Author(s):  Kerri PARKER

Materials from this session:

Further details about this event:

 

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