Important: Reset your password We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.
We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
To reset your password, click on 'Reset password' below.