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Restructuring the family group for an estate plan paper

Published on 24 Aug 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the re-organisation of family groups, including companies and trusts, the tricks and traps
  • the availability of tax concession in group reorganisations
  • consideration of consolidation and demergers.

Author profile

Mark West CTA
Photo of author, Mark WEST Mark is a qualified as a lawyer, chartered accountant and chartered tax adviser, Mark provides advice across the spectrum of taxes. Mark assists with all legal matters involving taxation law. He advises on appropriate business or investment structures/restructures and on making applications for rulings from the ATO. He assists with tax audits and with related settlement negotiations with the ATO and State revenue authorities. He has acted for clients in tax cases before the Administrative Appeals Tribunal and the Full Federal Court. Mark been listed as a leading tax lawyer in Queensland by Doyles Guide and The Best Lawyers™ in Australia. - Current at 15 March 2021
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This was presented at Estate Planning: Private Client Issues .

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Individual sessions

Restructuring the family group for an estate plan

Author(s):  Mark WEST

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Family provision applications

Author(s):  John DE GROOT

Materials from this session:


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