Published on 17 Sep 12
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Failing to plan is planning to fail. This paper looks at common issues encountered by family businesses including succession planning and tax risk management, and provide practical strategies which can be adopted for your clients.
This paper covers:
planned and unplanned exits from business – succession, sale and death
interaction of succession planning with estate planning
tools to achieve your client’s goals:
buy/sell agreements and funding considerations
shareholder and Unitholder Agreements
corporate and trust governance issues
tax risk management:
practical strategies to improve client’s position should audit occur
strategies to defend ATO audits.
Kale Rigano CTA
Kale Rigano heads Norman Waterhouse's Taxation and Wealth Management Team advising clients from a broad range of tax profiles in relation to state, federal and international tax matters, and assists clients in business structuring, superannuation and estate and succession planning. Current at 16 June 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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