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How to structure a Business Succession Plan presentation


Mixing succession law and commercial common sense with tax planning, this presentation will lead readers through the how-to plan for business succession and its integration with an individual's estate plan. Various forms of succession are considered with practical tips for dealing with family issues, management buy-outs, structures that get in the way and deveoping a Buy/Sell plan. Tax issues for each option and each step are covered including income tax, capital gains tax, stamp duty and GST.

Author profile

Julie Van der Velde CTA
Julie Van der Velde has over 15 years' experience advising South Australian businesses. Her legal practice is focused on taxation and commercial law. Julie acts for clients in business restructures, acquisitions, disposals and mergers specialising in SME tax and commercial issues. She has significant expertise in business succession planning and intergenerational transfers, particularly for high net worth individuals. Julie has practised in both accountancy and law and also facilitates on the Law Society of South Australia's GDLP program and tutors in Equity at the University of Adelaide. - Current at 01 May 2017
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This was presented at Estate and Business Succession Planning 2012 .

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Individual sessions

The use of Testamentary Trusts and life interests in estate planning

Author(s):  Matthew TRIPODI

Materials from this session:

How to structure a Business Succession Plan

Author(s):  Julie VAN DER VELDE

Materials from this session:

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