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Successful succession for success paper


This paper covers:

  • generational succession strategies, how to be the mentor the family needs
  • assistance in purchasing shares, how this can be done, even tax effectively
  • phased buy in by family - ie. incorporation of a company to take over running business before buying land later
  • formation of new partnership with family members to bring them into the business
  • using parallel equity strategies to test the future and avoid tax problems
  • GST impacts on change over - going concern issues / sale of farm land / creation of new partnerships
  • application of Div 152; especially re-setting the cost base
  • buy / sell option agreements - using of self super managed funds / Div 7A traps
  • life / TPD insurance - CGT issues and strategies, deductibility of premium etc.
  • service trusts - ATO views dwarf the succession issues.

This paper was also presented on 1 December 2005 at the repeat 13th National Tax Intensive Retreat.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is a superannuation, taxation and estate planning solutions specialist. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 33 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 16 September 2021
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This was presented at 13th National Tax Intensive Retreat: Preserving Wealth for Future Generations .

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Successful succession for success

Author(s):  Peter BOBBIN

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