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Workshop 3 questions and answers


This workshop examines in detail the issues arising from the following plenary papers:

  • Extracting Moira value by Moira Merrick and Peta McFarlane
  • You can't take it with you by Suzanne McKenzie.

Author profiles:

Kevin Munro CTA
Kevin is a Solicitor and Principal of Munro Lawyers, a specialist legal practice in Sydney. He has 37 years experience in tax and superannuation, forming his own firm in 1994. Kevin’s main areas of practice are tax planning, superannuation and estate planning, and he regularly acts as a consultant for other professional firms. Kevin is active in professional education and gives lectures and workshops for various professional organisations. He is a member of the New South Wales Law Society’s Advisory Committee for Small Business Accreditation. Current at 02 June 2015 Click here to expand/collapse more articles by Kevin J MUNRO.
Michelle Hartman CTA
Michelle is a Tax Partner at Deloitte with many years of experience in providing practical tax advice to clients. Michelle advises SME clients across a broad range of issues and taxes, including tax structuring, employment taxes, and estate and succession planning. Current at 16 October 2014 Click here to expand/collapse more articles by Michelle HARTMAN.

This was presented at 20th National Tax Intensive Retreat: Expanding the Family Business.

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Individual sessions

Workshop 1 questions and answers

Author(s):  Jo-anne HOTSTON

Materials from this session:

Workshop 2 questions and answers

Author(s):  David MARSCHKE

Materials from this session:

Workshop 3 questions and answers

Author(s):  Michelle HARTMAN,  Kevin J MUNRO

Materials from this session:

Intellectual property, goodwill and taxation

Author(s):  Domenic CARBONE

Materials from this session:

Further details about this event:


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