Skip to main content

Your shopping cart is empty

How to structure a business succession plan Parts 1 and 2 paper


Annually there are hundreds if not thousands of business succession disputes; Courts across Australasia face claims and counterclaims, business owner friendships and family ties are torn asunder and millions are paid in legal fees. Mixing business and commercial concepts with tax planning, Peter Bobbin leads you through the How-to of modern succession planning, including:

  • tips for separation planning before they start
  • structures that get in the way
  • how to cajole the 90% that don’t want to do it
  • dissecting the succession plan key components
  • additional Family Succession issues
  • structuring the Buy/Sell plan
  • key tax issues that must not be missed
  • Stamp duty and GST management
  • traditional methods miss great tax concessions
  • triggering the tax liability, counter-intuitive but right
  • funding the agreement.

Author profile:

Author Photo - Peter Bobbin CTA
Peter Bobbin CTA
Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. Current at 19 September 2016 Click here to expand/collapse more articles by Peter BOBBIN.

This was presented at Estate and Business Succession Planning 2012.

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

Individual sessions

Superannuation and estate planning

Author(s):  Michael HALLINAN

Materials from this session:

How to structure a business succession plan Parts 1 and 2

Author(s):  Peter BOBBIN

Materials from this session:

Further details about this event:


Copyright Statement