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Planning Issues Estate/Business Succession
Published on 30 Jul 97 by VICTORIAN DIVISION, THE TAX INSTITUTE
Topics covered in this seminar paper include:
- pre-death planning
- tax effective gifts to charities
- estate planning opportunities
- unresolved tax issues
- superannuation and death planning
Author profile
Daniel Butler CTA
Dan is one of Australia's leading SMSF lawyers and has worked predominantly in the SMSF, tax and related fields for over 30 years. He is a regular presenter on SMSF topics and has published extensively in professional journals including contributing a monthly article on SMSFs to the Taxation in Australia and other media. Dan is a member of the ATO's Superannuation Industry Relationship Network (SIRN), the Chair of The Tax Institute's National Superannuation Committee, a member of the Law Institute of Victoria's Tax Committee, and is involved with a number of other tax and SMSF committees. Dan presents on the subject Taxation of Superannuation at the University of Melbourne's Master of Laws/Tax program. Dan is also a CTA and a Specialist SMSF Advisor.
- Current at
23 May 2017
This was presented at Estate and Business Succession Planning .
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Individual sessions
Discretionary Trusts In the Context of Estate Planning
Author(s): Bruce COOKMaterials from this session:
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Planning Issues Estate/Business Succession
Author(s): Daniel BUTLERMaterials from this session:
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Tax aspects of Buy-sell agreements
Author(s): Paul HOCKRIDGEMaterials from this session:
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