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Business succession planning presentation

Published on 20 Sep 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this presentation include:

  • releasing value but continuing the business
  • tax effective business transfers
  • employee share plans/super fund approaches
  • what controls can be put in place in case it goes wrong
  • insurance proceeds plans- traps and tips.

Author profiles:

Peter White CTA
Peter is a Taxation Partner with Accru Felsers, Sydney. He is a member of the Institute of Chartered Accountants State Taxes Liaison Committee and a board member of the Taxation Institute’s Education, Examinations and Quality Assurance Board, a Board member and current Treasurer of the American Club, Sydney, a former member of the UNSW Board of Studies in Taxation and of the Education Standing Committee in the Law Faculty of the University of NSW. Peter has extensive experience in the areas of property development, construction, corporates, superannuation, primary production and high net worth individuals. Current at 09 November 2007 Click here to expand/collapse more articles by Peter WHITE.
 
Ian MacPherson CTA
Ian is a Senior Manager with RSM Bird Cameron. Current at 01 February 2010 Click here to expand/collapse more articles by Ian MACPHERSON.
Individual sessions

Further details about this event:

 

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