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How to structure a business succession plan Parts 1 and 2 paper
Published on 08 Aug 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
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.
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This was presented at Estate and Business Succession Planning 2012 .
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How to structure a business succession plan Parts 1 and 2
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