Published on 23 Jul 08
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation considers the importance for business partners to have an effective succession plan in place. This presentation covers:
structuring the funding arrangements
considering the relevant trigger events
the team of professionals and interactions.
Louise Biti CTA
Louise has 20 years' experience in financial services and is well respected across the industry. She is co-founder and director of Strategy Steps and Aged Care Steps. Both companies provide practical technical and strategy support on legislative matters to the financial services industry. She has forged a reputation as one of the pre-eminent experts in aged care and is often quoted in media as well as a regular speaker at conferences. Current at 13 May 2015
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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