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Business succession planning for private business presentation


Business succession planning might be the most dynamic and varied multi-disciplinary process that we get involved in. This presentation highlights a number of key issues facing private businesses and families and the author shares experiences so as to identify possible practical solutions.

This presentation covers:

  • What is to be achieved, by who, when and responsibilities?
  • How, where we start and what information we need
  • Common tax issues
  • How buy-sell agreements might be used
  • Financing change and remunerating the family
  • The family office
  • Transferring control of family trusts.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul is a Tax Partner at Mutual Trust with over 30 years experience in tax, asset protection, estate and succession planning, FBT and salary packaging. Paul specialises in advising high-wealth families and closely held businesses as well as many accounting and law firms. Paul teaches in the Masters program in the Law School at the University of Melbourne and has been involved in consultation with both federal and state governments on a variety of tax matters. Paul also contributes to The Tax Institute’s book, Estate and Business Succession Planning. - Current at 12 April 2017
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This was presented at Business Succession Masterclass .

Get a 20% discount when you buy all the items from this event.

Individual sessions

How to ensure succession planning works: Facilitate the process

Author(s):  Mark LARKWORTHY

Materials from this session:

Further details about this event:


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