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Successful succession for success paper

Published on 26 Aug 05 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

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

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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

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