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Succession Planning, Restructuring and Buy and Sell Agreements seminar paper


This seminar paper covers the following:
- Put/Cass v mandatory agreements
- ownership of policies - CGT traps
- use of superannuation policies
- CGT implications - ATO Statement of Principles
- use of wills as part of business succession strategy
- maximising benefit of CGT Small Business Concession.

Author profiles

Warren Black
Warren is a graduate of the University of WA in Commerce and Law. He received first class honours in Law, winning the Mallesons Stephen Jacques prize with his thesis 'The Tax Implications of Native Title Compensation payments'. Warren has over 13 years experience in taxation including 10 years in the Australian Taxation Office. Warren has worked for over three years in private law practice, with a strong interest in International Tax and Offshore Planning, and CGT planning. Warren has also contributed articles to various journals, including The Tax Specialist published by the Taxation Institute. - Current at 19 September 2003
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Peter is Senior Partner at Brett Davies Lawyers. He completed his law degree part-time while working as an income tax assessor with the Australian Taxation Office (ATO) in Adelaide in 1975. Peter subsequently moved to Canberra where he completed the Legal Workshop course at Australian National University, then travelled overseas, ending up in Perth in 1979. He rejoined the ATO in Perth for another four years, rising to the position of Appeals Officer before leaving to join the prival legal profession in Perth in 1988. He started his own practice in 1992.
Current at 23 Apri 2004
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This was presented at Estate Planning .

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