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Estate planning for business owners paper

Published on 23 Jul 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper considers the importance for business partners to have an effective succession plan in place. This paper covers:

  • buy/sell agreements
  • structuring the funding arrangements
  • considering the relevant trigger events
  • the team of professionals and interactions.

Author profile:

Louise Biti CTA
Louise has 20 years' experience in financial services and is well respected across the industry. She is co-founder and director of Strategy Steps and Aged Care Steps. Both companies provide practical technical and strategy support on legislative matters to the financial services industry. She has forged a reputation as one of the pre-eminent experts in aged care and is often quoted in media as well as a regular speaker at conferences. Current at 13 May 2015 Click here to expand/collapse more articles by Louise BITI.
 

This was presented at Estate and Succession Planning.

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Individual sessions



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