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Business Succession Planning for Shareholders, Unitholders and Partners

Published on 29 May 01 by VICTORIAN DIVISION, THE TAX INSTITUTE

Topics covered in this powerpoint presentation include:
- Structuring a Business Succession Plan
- Managing the impact of CGT on the disposal of equity interests
- Funding an exit by insurances, including the CGT treatment of insurance proceeds
- Case Studies
- Integrating a Business Seccussion Plan into an Estate Plan

Author profile:

David TURNBULL

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This was presented at SME Tax Intensive.

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Anti-avoidance rules and measures

Author(s):  Jennifer BATROUNEY

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