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Succession planning for high net worth taxpayers case studies

Published on 19 Oct 07 by THE TAX INSTITUTE

This case study set reviews the issues and strategies relevant to succession planning for high net worth taxpayers. Topics covered in these case studies include:

  • Power of appointment addressed in trust deeds and in Wills
  • Impact of new superannuation measures on succession planning
  • The use and abuse of testmentary trusts including recent developments
  • Use of options to deal with specific assets owned by companies and trusts
  • Tax effective restructuring to achieve succession outcomes
  • CGT and stamp duty considerations
This paper includes two case studies and solutions.


This was presented at South Australian Tax Intensive .

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Individual sessions

Structuring and restructuring the growing business

Author(s):  Tim SANDOW

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