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Succession planning: Some taxation issues to consider paper
Published on 15 Aug 08 by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- getting in shape: matching needs
- accessing CGT concessions
- avoiding the poisoned chalice
- delivering the holy grail
- the main residence exemption explained
- life interest estates.
Author profile
Andrew O'Bryan CTA
Andrew is a Partner at Hall & Wilcox Lawyers and provides advice on the application of a wide range of taxation. He has substantial knowledge of taxation and commercial practice and advises his clients on income tax, capital gains tax, tax audits and reviews, fringe benefits tax, business structuring and transactions, liquidations and reconstructions, superannuation, retirement planning, business succession, estate planning, and philanthropy. Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry, commerce and high-net-worth private family groups. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew has been recognised in the The Best Lawyers in Australia in Tax Law every year since 2014 and is a leading tax lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 12 November 2019
This was presented at Hot Issues for Succession Planning .
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Individual sessions
Overview of estate planning
Author(s): Barry FRYMaterials from this session:
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Succession planning: Some taxation issues to consider
Author(s): Andrew O'BRYANMaterials from this session:
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Succession planning: Charitable gifts
Author(s): Chris BEENYMaterials from this session:
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Testamentary trusts
Author(s): Bernie O'SULLIVANMaterials from this session:
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Succession planning: Superannuation and death
Author(s): Kim COWIEMaterials from this session:
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Key issues in business succession planning
Author(s): Craig HOLLANDMaterials from this session:
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Passing control of family trusts
Author(s): Graeme HALPERINMaterials from this session:
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Succession planning: Demystifying buy sell agreements
Author(s): Paul HOCKRIDGEMaterials from this session:
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