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Addressing business succession with employees outside of the family using share and option plans presentation

Published on 21 May 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is the rationale?
  • where is it likely to work?
  • valuation issues
  • timing issues
  • compliance issues
  • case study - normal retention of key employees in business situation
  • case study - normal business succession situation.

Author profile:

Author Photo - Peter Bobbin CTA
Peter Bobbin CTA
Peter is in his 30th year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 25 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. Current at 19 September 2016 Click here to expand/collapse more articles by Peter BOBBIN.
 
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Addressing business succession with employees outside of the family using share and option plans

Author(s):  Peter BOBBIN

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