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Succession and governance issues paper

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
    • will clauses
  • corporate and trust governance issues
  • tax risk management:
    • ATO hotspots
    • practical strategies to improve client’s position should audit occur
    • strategies to defend ATO audits.

Author profile:

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 Click here to expand/collapse more articles by Kale RIGANO.
 

This was presented at 2nd Annual Family Planning Day.

Get a 20% discount when you buy all the items from this event.

Individual sessions





Stamp duty issues

Author(s):  Campbell RANKINE

Materials from this session:


Further details about this event:

 

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